IVV vs FTMS

AIVV

BFTMS

Measures won1–3FTMS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.33%FTMS · $333 on $10k

Smallest drop−2.0%FTMS · worst fall in 1Y

Held in common0.0%IVV and FTMS

IVV

FTMS

iShares Core S&P 500 ETF · $853BFranklin Short-Term Municipal Income ETF · $267M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $22 on $10k · lower wins0.22%

1.14%12-mo yield$114 · $333 on $10k3.33%

−8.9%Worst dropSmaller wins−2.0%

13.6%VolatilityLower wins2.2%

1–3FTMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · FTMS

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

Held in common0.0%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BFTMS	Franklin Short-Term Municipal Income ETFRead Desk		0.22%	3.33%	+0.1%	+2.2%	+2.7%	new	new	−2.0%	$267M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BFTMS	Franklin Short-Term Municipal Income ETFRead Desk		0.22%	3.33%	+0.1%	+2.2%	+2.7%	new	new	−2.0%	$267M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FTMS

IVV

iShares Core S&P 500

$17,177

FTMS

Franklin Short-Term Municipal Income

[…]

MeasureIVVFTMS

Fee0.03%0.22%

Cost on $10k a year$3$22

Yield1.14%3.33%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−2.0%

Volatility · 1Y13.6%2.2%

3–1measures won
FTMS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, FTMS

Today

0.0%most shared, IVV and FTMS

IVVFTMS

IVV—0.0%

FTMS0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$311most kept, FTMS

FTMS$333 − $22 = $311

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee