IVV vs FDN

AIVV

BFDN

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

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 common13.8%IVV and FDN

IVV

FDN

iShares Core S&P 500 ETF · $887BFirst Trust Dow Jones Internet Index Fund · $4.8B

+22.1%3 years · per year$18,221 · $17,035+19.4%

+11.4%5 years · per year$17,151 · $10,702+1.4%

0.03%Expense ratio$3 · $49 on $10k · lower wins0.49%

1.14%12-mo yield$114 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−18.5%

13.6%VolatilityLower wins21.8%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FDN

3.9%AMZN11.1%

2.6%GOOGL5.1%

2.1%META10.1%

2.1%GOOG4.1%

Held in common13.8%

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 Three

5Y3 funds

#
1	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
2	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
3	BFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	−4.5%	−3.3%	−6.0%	+19.4%	+1.4%	−18.5%	$4.8B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	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
3	BFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	−4.5%	−3.3%	−6.0%	+19.4%	+1.4%	−18.5%	$4.8B

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 FDN

IVV

iShares Core S&P 500

$17,152

FDN

First Trust Dow Jones Internet Index Fund

$10,702

MeasureIVVFDN

Fee0.03%0.49%

Cost on $10k a year$3$49

Yield1.14%0.00%

5 years, per year+11.4%+1.4%

3 years, per year+22.1%+19.4%

Worst drop · 1Y−8.9%−18.5%

Volatility · 1Y13.6%21.8%

6–0measures won
IVV first

13.8%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: IVV, FDN, SPY

Today

99.9%most shared, IVV and SPY

IVVFDNSPY

IVV—13.8%99.9%

FDN13.8%—13.8%

SPY99.9%13.8%—

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

SPY$103 − $9 = $94

FDN$0 − $49 = −$49

KeptFee

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