IVV vs FDFF

AIVV

BFDFF

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common3.0%IVV and FDFF

IVV

FDFF

iShares Core S&P 500 ETF · $887BFidelity Disruptive Finance ETF · $43M

+24.2%3 years · per year$19,178 · $16,235+17.5%

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.09%12-mo yield$109 · $94 on $10k0.94%

−8.9%Worst dropSmaller wins−18.1%

12.9%VolatilityLower wins19.6%

5–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FDFF

1.1%V5.1%

0.8%MA5.0%

0.3%BLK6.7%

0.2%COF5.2%

Held in common3.0%

End-of-day Nov 5, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M

End-of-day Nov 5, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M

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

Cards for this view

IVV vs FDFF

IVV

iShares Core S&P 500

$18,118

FDFF

Fidelity Disruptive Finance

[…]

MeasureIVVFDFF

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.09%0.94%

5 years, per year+12.6%[…]

3 years, per year+24.2%+17.5%

Worst drop · 1Y−8.9%−18.1%

Volatility · 1Y12.9%19.6%

5–0measures won
IVV first

3.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, FDFF

Today

3.0%most shared, IVV and FDFF

IVVFDFF

IVV—3.0%

FDFF3.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FDFF$94 − $50 = $44

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee