IVV vs FDIS

AIVV

BFDIS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common9.3%IVV and FDIS

IVV

FDIS

iShares Core S&P 500 ETF · $887BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+22.1%3 years · per year$18,221 · $15,748+16.3%

+11.4%5 years · per year$17,151 · $12,115+3.9%

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

1.14%12-mo yield$114 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins−15.5%

13.6%VolatilityLower wins19.7%

6–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FDIS

3.9%AMZN22.0%

1.6%TSLA15.5%

0.5%HD5.1%

0.3%MCD2.9%

Held in common9.3%

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
4	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
4	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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 FDIS

IVV

iShares Core S&P 500

$17,152

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureIVVFDIS

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.14%0.76%

5 years, per year+11.4%+3.9%

3 years, per year+22.1%+16.3%

Worst drop · 1Y−8.9%−15.5%

Volatility · 1Y13.6%19.7%

6–0measures won
IVV first

9.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, FDIS, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVFDISSPYVOO

IVV—9.3%99.9%93.5%

FDIS9.3%—9.3%8.4%

SPY99.9%9.3%—93.5%

VOO93.5%8.4%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FDIS$76 − $8 = $68

KeptFee

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