IVV vs FGD

AIVV

BFGD

Measures won2–4FGD wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · FGD $17,605

Lowest cost0.03%IVV · $3 on $10k

Most income5.66%FGD · $566 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.9%IVV and FGD

IVV

FGD

iShares Core S&P 500 ETF · $853BFirst Trust Dow Jones Global Select Dividend Index Fund · $1.6B

+22.0%3 years · per year$18,159 · $19,504+24.9%

+11.9%5 years · per year$17,545 · $17,605+12.0%

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.11%12-mo yield$111 · $566 on $10k5.66%

−8.9%Worst dropSmaller wins−9.8%

13.8%VolatilityLower wins13.0%

2–4FGD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FGD

0.3%VZ0.9%

0.2%MO1.2%

0.1%UPS0.9%

0.1%F0.7%

Held in common0.9%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.66%	+2.0%	+16.1%	+22.8%	+24.9%	+12.0%	−9.8%	$1.6B
3	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
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.66%	+2.0%	+16.1%	+22.8%	+24.9%	+12.0%	−9.8%	$1.6B
3	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
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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 FGD

IVV

iShares Core S&P 500

$17,545

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,605

MeasureIVVFGD

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.11%5.66%

5 years, per year+11.9%+12.0%

3 years, per year+22.0%+24.9%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.8%13.0%

4–2measures won
FGD first

0.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, FGD, SCHD, QQQ

Today

52.4%most shared, IVV and QQQ

IVVFGDSCHDQQQ

IVV—0.9%8.6%52.4%

FGD0.9%—5.4%0.0%

SCHD8.6%5.4%—5.6%

QQQ52.4%0.0%5.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$511most kept, FGD

FGD$566 − $55 = $511

SCHD$296 − $6 = $290

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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