IVV vs FEX

AIVV

BFEX

Measures won4–2IVV 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−6.6%FEX · worst fall in 1Y

Held in common32.8%IVV and FEX

IVV

FEX

iShares Core S&P 500 ETF · $853BFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+22.0%3 years · per year$18,159 · $17,641+20.8%

+11.9%5 years · per year$17,545 · $16,069+10.0%

0.03%Expense ratio$3 · $57 on $10k · lower wins0.57%

1.11%12-mo yield$111 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−6.6%

13.8%VolatilityLower wins13.5%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FEX

1.7%BRK-B0.5%

0.7%CVX0.5%

1.7%LLY0.4%

0.4%AMGN0.4%

Held in common32.8%

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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$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	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	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$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 FEX

IVV

iShares Core S&P 500

$17,545

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,069

MeasureIVVFEX

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.11%1.01%

5 years, per year+11.9%+10.0%

3 years, per year+22.0%+20.8%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.8%13.5%

4–2measures won
IVV first

32.8%

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, FEX, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVFEXVOOSPY

IVV—32.8%92.7%99.9%

FEX32.8%—31.7%32.8%

VOO92.7%31.7%—92.7%

SPY99.9%32.8%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

FEX$101 − $57 = $44

KeptFee

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