IVV vs FCVT

AIVV

BFCVT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income1.28%FCVT · $128 on $10k

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

Held in common0.1%IVV and FCVT

IVV

FCVT

iShares Core S&P 500 ETF · $850BFirst Trust SSI Strategic Convertible Securities ETF · $78M

+21.8%3 years · per year$18,084 · $15,110+14.8%

+11.4%5 years · per year$17,177 · $10,995+1.9%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.14%12-mo yield$114 · $128 on $10k1.28%

−8.9%Worst dropSmaller wins−22.3%

13.6%VolatilityLower wins21.1%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FCVT

0.1%LITE0.4%

Held in common0.1%

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

All Three

5Y3 funds

#
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%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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

All Three

5Y3 funds

#
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%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.28%	+0.8%	0.0%	−2.3%	+14.8%	+1.9%	−22.3%	$78M

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 FCVT

IVV

iShares Core S&P 500

$17,177

FCVT

First Trust SSI Strategic Convertible Securities

$10,995

MeasureIVVFCVT

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.14%1.28%

5 years, per year+11.4%+1.9%

3 years, per year+21.8%+14.8%

Worst drop · 1Y−8.9%−22.3%

Volatility · 1Y13.6%21.1%

5–1measures won
IVV first

0.1%

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI 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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, FCVT, VTI

Today

85.5%most shared, IVV and VTI

IVVFCVTVTI

IVV—0.1%85.5%

FCVT0.1%—0.1%

VTI85.5%0.1%—

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

VTI$109 − $3 = $106

FCVT$128 − $95 = $33

KeptFee

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