IVV vs FTLS

AIVV

BFTLS

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · FTLS $15,552

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common48.8%IVV and FTLS

IVV

FTLS

iShares Core S&P 500 ETF · $887BFirst Trust Long/Short Equity ETF · $2.6B

+22.1%3 years · per year$18,221 · $14,542+13.3%

+11.4%5 years · per year$17,151 · $15,552+9.2%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.14%12-mo yield$114 · $90 on $10k0.90%

−8.9%Worst dropSmaller wins−5.0%

13.6%VolatilityLower wins8.5%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FTLS

7.7%AAPL6.7%

7.3%NVDA6.6%

6.2%MSFT5.1%

3.9%AMZN3.2%

Held in common48.8%

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

Both

5Y2 funds

#			Trend
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	BFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

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 FTLS

IVV

iShares Core S&P 500

$17,152

FTLS

First Trust Long/Short Equity

$15,552

MeasureIVVFTLS

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.14%0.90%

5 years, per year+11.4%+9.2%

3 years, per year+22.1%+13.3%

Worst drop · 1Y−8.9%−5.0%

Volatility · 1Y13.6%8.5%

4–2measures won
IVV first

48.8%

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, FTLS

Today

48.8%most shared, IVV and FTLS

IVVFTLS

IVV—48.8%

FTLS48.8%—

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

FTLS$90 − $95 = −$5

KeptFee

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