Compare · 3 funds side by side · dividends reinvested

PBP, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

PBP, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.69%+7.9%+12.1%+13.5%+7.1%−5.2%8.2%$394M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PBP 2007 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $394M$14,091

PBP

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 91.9% in common

PBPMeasureVOO

+7.9%Year to dateJan 1 → Nov 6+8.7%

+12.1%1 yearTotal return+9.8%

+13.5%3 years · per year$10,000 became $14,611 · $18,079+21.8%

+7.1%5 years · per year$10,000 became $14,091 · $17,177+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

11.69%Trailing 12-mo yield$1,169 · $110 a year on $10k1.10%

−5.2%Worst dropSmaller is better−8.9%

8.2%VolatilityLower is calmer13.5%

PBPVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBP vs VOO: Top 5 Holdings

Today

PBP

27.8%in top 5

VOO

in top 528.3%

PBPStockVOO

6.9%NVDA8.4%

7.9%AAPL7.4%

6.3%MSFT5.8%

4.0%AMZN3.7%

2.6%GOOGL3.1%

Held in common91.9%

End-of-day Nov 6, 2026 · share of each fund

PBP vs VOO Returns, Every Period

InvescoPBP

+7.1%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

PBPVOOFaded: behind in that period

1–3VOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: PBP vs IVV

YTD

InvescoPBP

+7.9%

IVViShares

+8.7%

+7.9%Year to date+8.7%

−5.2%Worst drop · 1Y−8.9%

8.2%Volatility · 1Y13.6%

11.7%Yield1.1%

$394MAssets$853B

3–1PBP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBP, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PBP0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PBP, VOO, IVV

11.69%highest, PBP

FundTrailing yieldYield$10k

PBP11.69%$1,169

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,140most kept, PBP

PBP$1,169 − $29 = $1,140

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: PBP, VOO, IVV

Today

99.6%most shared, PBP and IVV

PBPVOOIVV

PBP—91.9%99.6%

VOO91.9%—92.2%

IVV99.6%92.2%—

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

Return vs Bumpiness: 3 ETFs

+12.1%PBP, at 8.2% volatility

PBPWorst drop−5.2%8.2% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PBPIVV

+7.9%Year to date+8.7%

11.7%Yield1.1%

+12.1%Past year+9.8%

0.29%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026