IVV vs FORH

AIVV

BFORH

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.89%FORH · $189 on $10k

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

Held in common0.2%IVV and FORH

IVV

FORH

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

+24.2%3 years · per year$19,178 · $11,277+4.1%

+12.6%5 years · per year$18,118 · $10,705+1.4%

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

1.09%12-mo yield$109 · $189 on $10k1.89%

−8.9%Worst dropSmaller wins−10.5%

12.9%VolatilityLower wins14.3%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FORH

0.1%VEEV3.0%

0.0%GPN1.0%

0.0%FSLR1.6%

0.0%FICO1.0%

Held in common0.2%

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

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BFORH	Formidable ETFRead Desk	1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BFORH	Formidable ETFRead Desk	1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

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 FORH

IVV

iShares Core S&P 500

$18,118

FORH

Formidable

$10,705

MeasureIVVFORH

Fee0.03%1.19%

Cost on $10k a year$3$119

Yield1.09%1.89%

5 years, per year+12.6%+1.4%

3 years, per year+24.2%+4.1%

Worst drop · 1Y−8.9%−10.5%

Volatility · 1Y12.9%14.3%

5–1measures won
IVV first

0.2%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, FORH, VOO

Today

94.5%most shared, IVV and VOO

IVVFORHVOO

IVV—0.2%94.5%

FORH0.2%—0.2%

VOO94.5%0.2%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

FORH$189 − $119 = $70

KeptFee

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