IVV vs FRTY

AIVV

BFRTY

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.0%IVV and FRTY

IVV

FRTY

iShares Core S&P 500 ETF · $850BAlger Mid Cap 40 ETF · $128M

+21.8%3 years · per year$18,084 · $17,442+20.4%

+11.4%5 years · per year$17,177 · $8,789−2.5%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.14%12-mo yield$114 · $20 on $10k0.20%

−8.9%Worst dropSmaller wins−19.0%

13.6%VolatilityLower wins28.7%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FRTY

0.1%SNPS4.7%

0.1%HOOD2.0%

0.1%DDOG1.7%

0.1%ADSK2.1%

Held in common1.0%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BFRTY	Alger Mid Cap 40 ETFRead Desk	0.60%	0.20%	+0.3%	−4.1%	−8.4%	+20.4%	−2.5%	−19.0%	$128M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FRTY

IVV

iShares Core S&P 500

$17,177

FRTY

Alger Mid Cap 40

$8,789

MeasureIVVFRTY

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.14%0.20%

5 years, per year+11.4%−2.5%

3 years, per year+21.8%+20.4%

Worst drop · 1Y−8.9%−19.0%

Volatility · 1Y13.6%28.7%

6–0measures won
IVV first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, FRTY, SPY

Today

99.9%most shared, IVV and SPY

IVVFRTYSPY

IVV—1.0%99.9%

FRTY1.0%—1.0%

SPY99.9%1.0%—

End-of-day Nov 6, 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

FRTY$20 − $60 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee