IVV vs FDM

AIVV

BFDM

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FDM $16,570

Lowest cost0.03%IVV · $3 on $10k

Most income1.47%FDM · $147 on $10k

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

Held in common0.0%IVV and FDM

IVV

FDM

iShares Core S&P 500 ETF · $887BFirst Trust Dow Jones Select MicroCap Index Fund · $268M

+24.2%3 years · per year$19,178 · $18,722+23.2%

+12.6%5 years · per year$18,118 · $16,570+10.6%

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.09%12-mo yield$109 · $147 on $10k1.47%

−8.9%Worst dropSmaller wins−9.3%

12.9%VolatilityLower wins16.9%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FDM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M

End-of-day Nov 4, 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	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FDM

IVV

iShares Core S&P 500

$18,118

FDM

First Trust Dow Jones Select MicroCap Index Fund

$16,570

MeasureIVVFDM

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.09%1.47%

5 years, per year+12.6%+10.6%

3 years, per year+24.2%+23.2%

Worst drop · 1Y−8.9%−9.3%

Volatility · 1Y12.9%16.9%

5–1measures won
IVV first

0.0%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: IVV, FDM

Today

0.0%most shared, IVV and FDM

IVVFDM

IVV—0.0%

FDM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

FDM$147 − $65 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee