IVV vs FSCS

AIVV

BFSCS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FSCS $13,473

Lowest cost0.03%IVV · $3 on $10k

Most income1.23%FSCS · $123 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common1.3%IVV and FSCS

IVV

FSCS

iShares Core S&P 500 ETF · $850BFirst Trust SMID Capital Strength ETF · $63M

+21.8%3 years · per year$18,084 · $14,625+13.5%

+11.4%5 years · per year$17,177 · $13,473+6.1%

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

1.14%12-mo yield$114 · $123 on $10k1.23%

−8.9%Worst dropSmaller wins−7.8%

13.6%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FSCS

0.1%KMB1.0%

0.1%ACGL1.1%

0.1%HIG1.0%

0.1%RMD1.0%

Held in common1.3%

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

Both

5Y2 funds

#			Trend
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	BFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.23%	−0.6%	+5.2%	+6.9%	+13.5%	+6.1%	−7.8%	$63M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.23%	−0.6%	+5.2%	+6.9%	+13.5%	+6.1%	−7.8%	$63M

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 FSCS

IVV

iShares Core S&P 500

$17,177

FSCS

First Trust SMID Capital Strength

$13,473

MeasureIVVFSCS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.14%1.23%

5 years, per year+11.4%+6.1%

3 years, per year+21.8%+13.5%

Worst drop · 1Y−8.9%−7.8%

Volatility · 1Y13.6%12.2%

3–3measures won
level

1.3%

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, FSCS

Today

1.3%most shared, IVV and FSCS

IVVFSCS

IVV—1.3%

FSCS1.3%—

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

FSCS$123 − $60 = $63

KeptFee

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