SPY vs FSGS

ASPY

BFSGS

Measures won6–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.4%SPY and FSGS

SPY

FSGS

State Street SPDR S&P 500 ETF · $778BFirst Trust SMID Growth Strength ETF · $29M

+21.9%3 years · per year$18,118 · $13,731+11.1%

+11.8%5 years · per year$17,493 · $11,969+3.7%

0.09%Expense ratio$9 · $60 on $10k · lower wins0.60%

1.01%12-mo yield$101 · $3 on $10k0.03%

−8.9%Worst dropSmaller wins−11.3%

13.7%VolatilityLower wins15.3%

6–0SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · FSGS

0.1%ACGL1.1%

0.1%RMD1.0%

0.0%DXCM0.9%

0.0%CINF1.1%

Held in common0.4%

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 Three

5Y3 funds

#
1	IVV	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	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+2.5%	+8.5%	+9.4%	+11.1%	+3.7%	−11.3%	$29M

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

All Three

5Y3 funds

#
1	IVV	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	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+2.5%	+8.5%	+9.4%	+11.1%	+3.7%	−11.3%	$29M

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

SPY vs FSGS

SPY

SPDR S&P 500

$17,493

FSGS

First Trust SMID Growth Strength

$11,969

MeasureSPYFSGS

Fee0.09%0.60%

Cost on $10k a year$9$60

Yield1.01%0.03%

5 years, per year+11.8%+3.7%

3 years, per year+21.9%+11.1%

Worst drop · 1Y−8.9%−11.3%

Volatility · 1Y13.7%15.3%

6–0measures won
SPY first

0.4%

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: SPY, FSGS, IVV

Today

99.9%most shared, SPY and IVV

SPYFSGSIVV

SPY—0.4%99.9%

FSGS0.4%—0.4%

IVV99.9%0.4%—

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

SPY$101 − $9 = $92

FSGS$3 − $60 = −$57

KeptFee

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