IVV vs MMSC

AIVV

BMMSC

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · MMSC $12,231

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.1%IVV and MMSC

IVV

MMSC

iShares Core S&P 500 ETF · $853BFirst Trust Multi-Manager Small Cap Opportunities ETF · $50M

+22.0%3 years · per year$18,159 · $18,200+22.1%

+11.9%5 years · per year$17,545 · $12,231+4.1%

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

1.11%12-mo yield$111 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−15.3%

13.8%VolatilityLower wins24.9%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · MMSC

0.1%P0.1%

0.0%GNRC0.3%

Held in common0.1%

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	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+4.3%	+11.1%	+12.5%	+22.1%	+4.1%	−15.3%	$50M

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	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+4.3%	+11.1%	+12.5%	+22.1%	+4.1%	−15.3%	$50M

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 MMSC

IVV

iShares Core S&P 500

$17,545

MMSC

First Trust Multi-Manager Small Cap Opportunities

$12,231

MeasureIVVMMSC

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.11%0.00%

5 years, per year+11.9%+4.1%

3 years, per year+22.0%+22.1%

Worst drop · 1Y−8.9%−15.3%

Volatility · 1Y13.8%24.9%

5–1measures won
IVV first

0.1%

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, MMSC

Today

0.1%most shared, IVV and MMSC

IVVMMSC

IVV—0.1%

MMSC0.1%—

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

MMSC$0 − $95 = −$95

KeptFee

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