IVV vs FSGS

AIVV

BFSGS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

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 common0.4%IVV and FSGS

IVV

FSGS

iShares Core S&P 500 ETF · $887BFirst Trust SMID Growth Strength ETF · $30M

+22.1%3 years · per year$18,221 · $13,890+11.6%

+11.4%5 years · per year$17,151 · $12,065+3.8%

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

1.14%12-mo yield$114 · $3 on $10k0.03%

−8.9%Worst dropSmaller wins−11.3%

13.6%VolatilityLower wins15.3%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · FSGS

0.1%ACGL1.0%

0.1%RMD1.0%

0.1%DXCM1.0%

0.0%CINF1.1%

Held in common0.4%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−4.0%	+6.6%	+6.6%	+11.6%	+3.8%	−11.3%	$30M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−4.0%	+6.6%	+6.6%	+11.6%	+3.8%	−11.3%	$30M

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

Cards for this view

IVV vs FSGS

IVV

iShares Core S&P 500

$17,152

FSGS

First Trust SMID Growth Strength

$12,066

MeasureIVVFSGS

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.14%0.03%

5 years, per year+11.4%+3.8%

3 years, per year+22.1%+11.6%

Worst drop · 1Y−8.9%−11.3%

Volatility · 1Y13.6%15.3%

6–0measures won
IVV first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, FSGS, SPY

Today

99.9%most shared, IVV and SPY

IVVFSGSSPY

IVV—0.4%99.9%

FSGS0.4%—0.4%

SPY99.9%0.4%—

End-of-day Nov 5, 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

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee