IVV vs FNCL

AIVV

BFNCL

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FNCL $16,077

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%FNCL · $155 on $10k

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

Held in common11.9%IVV and FNCL

IVV

FNCL

iShares Core S&P 500 ETF · $887BFidelity MSCI Financials Index ETF · $2.2B

+24.2%3 years · per year$19,178 · $19,633+25.2%

+12.6%5 years · per year$18,118 · $16,077+10.0%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.09%12-mo yield$109 · $155 on $10k1.55%

−8.9%Worst dropSmaller wins−14.8%

12.9%VolatilityLower wins15.0%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FNCL

1.6%BRK-B8.8%

1.4%JPM10.0%

1.1%V7.8%

0.8%MA5.9%

Held in common11.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FNCL

IVV

iShares Core S&P 500

$18,118

FNCL

Fidelity MSCI Financials Index

$16,077

MeasureIVVFNCL

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.09%1.55%

5 years, per year+12.6%+10.0%

3 years, per year+24.2%+25.2%

Worst drop · 1Y−8.9%−14.8%

Volatility · 1Y12.9%15.0%

4–2measures won
IVV first

11.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, FNCL

Today

11.9%most shared, IVV and FNCL

IVVFNCL

IVV—11.9%

FNCL11.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, FNCL

FNCL$155 − $8 = $147

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee