IVV vs DFII5YIVVIVVAvsBDFIIDFIIiShares Core S&P 500 ETF · $875BFT Vest Bitcoin Strategy & Target Income ETF · $17MReturns · dividends in+21.5%3 years · per year$17,931 · […][…]+11.5%5 years · per year$17,265 · […][…]Cost and income0.03%Expense ratio$3 · $85 on $10k · lower wins0.85%1.11%12-mo yield$111 · $2,217 on $10k22.17%
Overlap: VOO, DFII, IVVToday93.3%most shared, VOO and IVVVOODFIIIVVVOO—[…]93.3%DFII[…]—[…]IVV93.3%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IVV vs DFII5YAIVViShares Core S&P 500$17,265vsDFIIBFT Vest Bitcoin Strategy & Target Income[…]MeasureIVVDFIIFee0.03%0.85%Cost on $10k a year$3$85Yield1.11%22.17%5 years, per year+11.5%[…]3 years, per year+21.5%[…]Worst drop · 1Y−8.9%−40.3%Volatility · 1Y13.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2AIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B3BDFIIFT Vest Bitcoin Strategy & Target Income ETFReadDesk0.85%22.17%−3.5%−23.2%−32.7%newnew−40.3%$17MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2AIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B3BDFIIFT Vest Bitcoin Strategy & Target Income ETFReadDesk0.85%22.17%−3.5%−23.2%−32.7%newnew−40.3%$17MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: VOO, DFII, IVVToday93.3%most shared, VOO and IVVVOODFIIIVVVOO—[…]93.3%DFII[…]—[…]IVV93.3%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$2,132most kept, DFIIDFII$2,217 − $85 = $2,132IVV$111 − $3 = $108VOO$107 − $3 = $104KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee