IVV vs FITE

AIVV

BFITE

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$20,034FITE · QQQ $18,068

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common4.4%IVV and FITE

IVV

FITE

iShares Core S&P 500 ETF · $875BState Street SPDR S&P Kensho Future Security ETF · $142M

+22.0%3 years · per year$18,159 · $23,204+32.4%

+11.9%5 years · per year$17,545 · $20,034+14.9%

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.11%12-mo yield$111 · $11 on $10k0.11%

−8.9%Worst dropSmaller wins−16.3%

13.8%VolatilityLower wins29.9%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FITE

2.2%AVGO1.1%

0.6%CSCO1.1%

0.4%PANW1.7%

0.4%RTX1.5%

Held in common4.4%

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 Three

5Y3 funds

#
1	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.11%	+5.2%	+25.9%	+25.9%	+32.4%	+14.9%	−16.3%	$142M
2	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
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%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.11%	+5.2%	+25.9%	+25.9%	+32.4%	+14.9%	−16.3%	$142M
2	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
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%	$875.2B

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 FITE

IVV

iShares Core S&P 500

$17,545

FITE

SPDR S&P Kensho Future Security

$20,034

MeasureIVVFITE

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.11%0.11%

5 years, per year+11.9%+14.9%

3 years, per year+22.0%+32.4%

Worst drop · 1Y−8.9%−16.3%

Volatility · 1Y13.8%29.9%

4–2measures won
IVV first

4.4%

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, FITE, QQQ

Today

52.4%most shared, IVV and QQQ

IVVFITEQQQ

IVV—4.4%52.4%

FITE4.4%—5.3%

QQQ52.4%5.3%—

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

QQQ$46 − $18 = $28

FITE$11 − $45 = −$34

KeptFee

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