IVV vs FFTY

AIVV

BFFTY

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.62%FFTY · $162 on $10k

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

Held in common1.8%IVV and FFTY

IVV

FFTY

iShares Core S&P 500 ETF · $887BCapForce IBD 50 ETF · $55M

+22.1%3 years · per year$18,221 · $14,305+12.7%

+11.4%5 years · per year$17,151 · $6,134−9.3%

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

1.14%12-mo yield$114 · $162 on $10k1.62%

−8.9%Worst dropSmaller wins−34.2%

13.6%VolatilityLower wins35.7%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FFTY

1.7%LLY0.7%

0.4%CRWD2.9%

0.2%MPC2.7%

0.2%VLO2.6%

Held in common1.8%

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	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	BFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.62%	−5.7%	−16.9%	−23.6%	+12.7%	−9.3%	−34.2%	$55M

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	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	BFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.62%	−5.7%	−16.9%	−23.6%	+12.7%	−9.3%	−34.2%	$55M

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 FFTY

IVV

iShares Core S&P 500

$17,152

FFTY

CapForce IBD 50

$6,134

MeasureIVVFFTY

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%1.62%

5 years, per year+11.4%−9.3%

3 years, per year+22.1%+12.7%

Worst drop · 1Y−8.9%−34.2%

Volatility · 1Y13.6%35.7%

5–1measures won
IVV first

1.8%

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

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, FFTY, VOO

Today

93.5%most shared, IVV and VOO

IVVFFTYVOO

IVV—1.8%93.5%

FFTY1.8%—1.9%

VOO93.5%1.9%—

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

FFTY$162 − $80 = $82

KeptFee

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