IVV vs FSCS

AIVV

BFSCS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.20%FSCS · $120 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 · $875BFirst Trust SMID Capital Strength ETF · $62M

+22.0%3 years · per year$18,159 · $14,618+13.5%

+11.9%5 years · per year$17,545 · $13,498+6.2%

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

1.11%12-mo yield$111 · $120 on $10k1.20%

−8.9%Worst dropSmaller wins−7.8%

13.8%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FSCS

0.1%KMB1.0%

0.1%ACGL1.0%

0.1%HIG1.0%

0.1%RMD1.0%

Held in common1.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.20%	+2.1%	+7.4%	+10.2%	+13.5%	+6.2%	−7.8%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.20%	+2.1%	+7.4%	+10.2%	+13.5%	+6.2%	−7.8%	$62M

End-of-day Nov 9, 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

$17,545

FSCS

First Trust SMID Capital Strength

$13,498

MeasureIVVFSCS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.11%1.20%

5 years, per year+11.9%+6.2%

3 years, per year+22.0%+13.5%

Worst drop · 1Y−8.9%−7.8%

Volatility · 1Y13.8%12.3%

3–3measures won
level

1.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, FSCS, VUG, SPY

Today

99.9%most shared, IVV and SPY

IVVFSCSVUGSPY

IVV—1.3%55.1%99.9%

FSCS1.3%—0.2%1.3%

VUG55.1%0.2%—55.1%

SPY99.9%1.3%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

FSCS$120 − $60 = $60

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee