IVV vs FIXD

AIVV

BFIXD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income4.81%FIXD · $481 on $10k

Smallest drop−5.4%FIXD · worst fall in 1Y

Held in common0.0%IVV and FIXD

IVV

FIXD

iShares Core S&P 500 ETF · $853BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

+22.0%3 years · per year$18,159 · $11,530+4.9%

+11.9%5 years · per year$17,545 · $9,657−0.7%

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.11%12-mo yield$111 · $481 on $10k4.81%

−8.9%Worst dropSmaller wins−5.4%

13.8%VolatilityLower wins4.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FIXD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	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
3	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.81%	+0.1%	−1.1%	−0.8%	+4.9%	−0.7%	−5.4%	$2.8B

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	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
3	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.81%	+0.1%	−1.1%	−0.8%	+4.9%	−0.7%	−5.4%	$2.8B

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 FIXD

IVV

iShares Core S&P 500

$17,545

FIXD

First Trust Smith Opportunistic Fixed Income

$9,657

MeasureIVVFIXD

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.11%4.81%

5 years, per year+11.9%−0.7%

3 years, per year+22.0%+4.9%

Worst drop · 1Y−8.9%−5.4%

Volatility · 1Y13.8%4.4%

3–3measures won
level

0.0%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, FIXD, SPYM

Today

99.9%most shared, IVV and SPYM

IVVFIXDSPYM

IVV—0.0%99.9%

FIXD0.0%—0.0%

SPYM99.9%0.0%—

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

Income After Fees on $10,000

$416most kept, FIXD

FIXD$481 − $65 = $416

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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