IVV vs FSMD

AIVV

BFSMD

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FSMD $15,837

Lowest cost0.03%IVV · $3 on $10k

Most income1.28%FSMD · $128 on $10k

Smallest drop−8.5%FSMD · worst fall in 1Y

Held in common0.9%IVV and FSMD

IVV

FSMD

iShares Core S&P 500 ETF · $887BFidelity Small-Mid Multifactor ETF · $2.5B

+24.2%3 years · per year$19,178 · $17,362+20.2%

+12.6%5 years · per year$18,118 · $15,838+9.6%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.09%12-mo yield$109 · $128 on $10k1.28%

−8.9%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins15.2%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FSMD

0.1%P0.6%

0.0%INCY0.4%

0.0%SWKS0.3%

0.0%RVTY0.4%

Held in common0.9%

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%	$886.8B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B

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%	$886.8B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B

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 FSMD

IVV

iShares Core S&P 500

$18,118

FSMD

Fidelity Small-Mid Multifactor

$15,838

MeasureIVVFSMD

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.09%1.28%

5 years, per year+12.6%+9.6%

3 years, per year+24.2%+20.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y12.9%15.2%

4–2measures won
IVV first

0.9%

holdings shared

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%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, FSMD

Today

0.9%most shared, IVV and FSMD

IVVFSMD

IVV—0.9%

FSMD0.9%—

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

IVV$109 − $3 = $106

KeptFee

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