IVV vs FTCS

AIVV

BFTCS

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · FTCS $13,941

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common13.8%IVV and FTCS

IVV

FTCS

iShares Core S&P 500 ETF · $853BFirst Trust Capital Strength ETF · $7.9B

+22.0%3 years · per year$18,159 · $14,554+13.3%

+11.9%5 years · per year$17,545 · $13,941+6.9%

0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%

1.11%12-mo yield$111 · $110 on $10k1.10%

−8.9%Worst dropSmaller wins−8.1%

13.8%VolatilityLower wins11.8%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FTCS

7.9%AAPL1.9%

1.1%V2.0%

1.0%JNJ2.1%

0.9%WMT2.0%

Held in common13.8%

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

Both

5Y2 funds

#			Trend
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%	$852.9B
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B

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 FTCS

IVV

iShares Core S&P 500

$17,545

FTCS

First Trust Capital Strength

$13,942

MeasureIVVFTCS

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.11%1.10%

5 years, per year+11.9%+6.9%

3 years, per year+22.0%+13.3%

Worst drop · 1Y−8.9%−8.1%

Volatility · 1Y13.8%11.8%

3–2measures won
IVV first

13.8%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, FTCS

Today

13.8%most shared, IVV and FTCS

IVVFTCS

IVV—13.8%

FTCS13.8%—

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

FTCS$110 − $53 = $57

KeptFee

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