IVV vs FDN

AIVV

BFDN

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common13.9%IVV and FDN

IVV

FDN

iShares Core S&P 500 ETF · $853BFirst Trust Dow Jones Internet Index Fund · $4.7B

+22.0%3 years · per year$18,159 · $17,283+20.0%

+11.9%5 years · per year$17,545 · $10,987+1.9%

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

1.11%12-mo yield$111 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−18.5%

13.8%VolatilityLower wins21.9%

6–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FDN

4.0%AMZN11.3%

2.6%GOOGL5.2%

2.1%GOOG4.2%

2.1%META10.3%

Held in common13.9%

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	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
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	BFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+3.1%	−0.2%	−0.9%	+20.0%	+1.9%	−18.5%	$4.7B

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	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
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	BFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+3.1%	−0.2%	−0.9%	+20.0%	+1.9%	−18.5%	$4.7B

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 FDN

IVV

iShares Core S&P 500

$17,545

FDN

First Trust Dow Jones Internet Index Fund

$10,987

MeasureIVVFDN

Fee0.03%0.49%

Cost on $10k a year$3$49

Yield1.11%0.00%

5 years, per year+11.9%+1.9%

3 years, per year+22.0%+20.0%

Worst drop · 1Y−8.9%−18.5%

Volatility · 1Y13.8%21.9%

6–0measures won
IVV first

13.9%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, FDN, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVFDNSPYVOO

IVV—13.9%99.9%92.7%

FDN13.9%—13.9%14.8%

SPY99.9%13.9%—92.7%

VOO92.7%14.8%92.7%—

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

VOO$107 − $3 = $104

SPY$101 − $9 = $92

FDN$0 − $49 = −$49

KeptFee

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