IVV vs FDIS

AIVV

BFDIS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · QQQ $18,068

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common9.3%IVV and FDIS

IVV

FDIS

iShares Core S&P 500 ETF · $853BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+22.0%3 years · per year$18,159 · $15,592+16.0%

+11.9%5 years · per year$17,545 · $12,238+4.1%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.11%12-mo yield$111 · $74 on $10k0.74%

−8.9%Worst dropSmaller wins−15.5%

13.8%VolatilityLower wins19.7%

6–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FDIS

4.0%AMZN22.3%

1.6%TSLA15.0%

0.5%HD5.1%

0.3%MCD3.0%

Held in common9.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
4	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
4	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FDIS

IVV

iShares Core S&P 500

$17,545

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

MeasureIVVFDIS

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.11%0.74%

5 years, per year+11.9%+4.1%

3 years, per year+22.0%+16.0%

Worst drop · 1Y−8.9%−15.5%

Volatility · 1Y13.8%19.7%

6–0measures won
IVV first

9.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, FDIS, QQQ, VGT

Today

52.4%most shared, IVV and QQQ

IVVFDISQQQVGT

IVV—9.3%52.4%35.9%

FDIS9.3%—11.4%0.0%

QQQ52.4%11.4%—51.1%

VGT35.9%0.0%51.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

FDIS$74 − $8 = $66

VGT$42 − $9 = $33

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee