IVV vs FVAL

AIVV

BFVAL

Measures won2–3FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,789FVAL · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%FVAL · $150 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common56.0%IVV and FVAL

IVV

FVAL

iShares Core S&P 500 ETF · $853BFidelity Value Factor ETF · $1.4B

+22.0%3 years · per year$18,159 · $17,981+21.6%

+11.9%5 years · per year$17,545 · $17,789+12.2%

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

1.11%12-mo yield$111 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.5%

2–3FVAL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · FVAL

7.9%AAPL8.1%

7.1%NVDA7.1%

6.2%MSFT6.5%

4.0%AMZN3.7%

Held in common56.0%

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

All Four

5Y4 funds

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	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
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	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
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

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 FVAL

IVV

iShares Core S&P 500

$17,545

FVAL

Fidelity Value Factor

$17,789

MeasureIVVFVAL

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.11%1.50%

5 years, per year+11.9%+12.2%

3 years, per year+22.0%+21.6%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%12.5%

3–2measures won
FVAL first

56.0%

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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, FVAL, VTI, VOO

Today

92.7%most shared, IVV and VOO

IVVFVALVTIVOO

IVV—56.0%86.0%92.7%

FVAL56.0%—50.2%54.5%

VTI86.0%50.2%—89.0%

VOO92.7%54.5%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, FVAL

FVAL$150 − $15 = $135

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

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