IVV vs FORH

AIVV

BFORH

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.93%FORH · $193 on $10k

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

Held in common0.2%IVV and FORH

IVV

FORH

iShares Core S&P 500 ETF · $887BFormidable ETF · $17M

+22.1%3 years · per year$18,221 · $10,960+3.1%

+11.4%5 years · per year$17,151 · $10,379+0.7%

0.03%Expense ratio$3 · $119 on $10k · lower wins1.19%

1.14%12-mo yield$114 · $193 on $10k1.93%

−8.9%Worst dropSmaller wins−12.0%

13.6%VolatilityLower wins14.3%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FORH

0.1%VEEV3.1%

0.0%GPN1.0%

0.0%FSLR1.7%

0.0%FICO1.0%

Held in common0.2%

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BFORH	Formidable ETFRead Desk	1.19%	1.93%	0.0%	−5.6%	−4.4%	+3.1%	+0.7%	−12.0%	$17M

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BFORH	Formidable ETFRead Desk	1.19%	1.93%	0.0%	−5.6%	−4.4%	+3.1%	+0.7%	−12.0%	$17M

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 FORH

IVV

iShares Core S&P 500

$17,152

FORH

Formidable

$10,379

MeasureIVVFORH

Fee0.03%1.19%

Cost on $10k a year$3$119

Yield1.14%1.93%

5 years, per year+11.4%+0.7%

3 years, per year+22.1%+3.1%

Worst drop · 1Y−8.9%−12.0%

Volatility · 1Y13.6%14.3%

5–1measures won
IVV first

0.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: IVV, FORH, SPY

Today

99.9%most shared, IVV and SPY

IVVFORHSPY

IVV—0.2%99.9%

FORH0.2%—0.2%

SPY99.9%0.2%—

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

SPY$103 − $9 = $94

FORH$193 − $119 = $74

KeptFee

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