IVV vs FBT

AIVV

BFBT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FBT $16,155

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.2%IVV and FBT

IVV

FBT

iShares Core S&P 500 ETF · $853BFirst Trust NYSE Arca Biotechnology Index Fund · $3.1B

+21.8%3 years · per year$18,084 · $19,900+25.8%

+11.4%5 years · per year$17,177 · $16,155+10.1%

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.14%12-mo yield$114 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−14.3%

13.6%VolatilityLower wins22.3%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FBT

0.4%AMGN3.7%

0.3%GILD3.7%

0.2%VRTX3.6%

0.1%REGN4.0%

Held in common1.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	+0.3%	+28.9%	+35.7%	+25.8%	+10.1%	−14.3%	$3.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	+0.3%	+28.9%	+35.7%	+25.8%	+10.1%	−14.3%	$3.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FBT

IVV

iShares Core S&P 500

$17,177

FBT

First Trust NYSE Arca Biotechnology Index Fund

$16,155

MeasureIVVFBT

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.14%0.00%

5 years, per year+11.4%+10.1%

3 years, per year+21.8%+25.8%

Worst drop · 1Y−8.9%−14.3%

Volatility · 1Y13.6%22.3%

5–1measures won
IVV first

1.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, FBT

Today

1.2%most shared, IVV and FBT

IVVFBT

IVV—1.2%

FBT1.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee