IVV vs FSEC

AIVV

BFSEC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FSEC $10,207

Lowest cost0.03%IVV · $3 on $10k

Most income4.55%FSEC · $455 on $10k

Smallest drop−5.0%FSEC · worst fall in 1Y

Held in common[…]IVV and FSEC

IVV

FSEC

iShares Core S&P 500 ETF · $872BFIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B

+24.2%3 years · per year$19,178 · $12,199+6.9%

+12.6%5 years · per year$18,118 · $10,207+0.4%

0.03%Expense ratio$3 · $36 on $10k · lower wins0.36%

1.09%12-mo yield$109 · $455 on $10k4.55%

−8.9%Worst dropSmaller wins−5.0%

12.9%VolatilityLower wins4.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FSEC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
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%	$872.0B
2	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

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 FSEC

IVV

iShares Core S&P 500

$18,118

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,207

MeasureIVVFSEC

Fee0.03%0.36%

Cost on $10k a year$3$36

Yield1.09%4.55%

5 years, per year+12.6%+0.4%

3 years, per year+24.2%+6.9%

Worst drop · 1Y−8.9%−5.0%

Volatility · 1Y12.9%4.6%

3–3measures won
level

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, FSEC

Today

[…]holdings […]

IVVFSEC

IVV—[…]

FSEC[…]—

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

Income After Fees on $10,000

$419most kept, FSEC

FSEC$455 − $36 = $419

IVV$109 − $3 = $106

KeptFee

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