IVV vs PAPI

AIVV

BPAPI

Measures won1–5PAPI wins · of 6 · 1Y

$10,000 · 1Y$12,134PAPI · IVV $10,974

Lowest cost0.03%IVV · $3 on $10k

Most income7.31%PAPI · $731 on $10k

Smallest drop−6.9%PAPI · worst fall in 1Y

Held in common17.3%IVV and PAPI

IVV

PAPI

iShares Core S&P 500 ETF · $850BParametric Equity Premium Income ETF · $561M

+8.4%Year to dateJan 1 → Nov 5+17.3%

+9.7%1 yearTotal return+21.3%

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.14%12-mo yield$114 · $731 on $10k7.31%

−8.9%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins10.4%

1–5PAPI wins

$10,000 · 1 yearOne scale

Shared top holdingsIVV · PAPI

6.2%MSFT0.5%

0.5%HD0.6%

0.8%ABBV0.5%

0.7%COST0.5%

Held in common17.3%

End-of-day Nov 5, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

1Y2 funds

#			Trend
1	BPAPI	Parametric Equity Premium Income ETFRead Desk		0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

Both

1Y2 funds

#			Trend
1	BPAPI	Parametric Equity Premium Income ETFRead Desk		0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

Cards for this view

IVV vs PAPI

IVV

iShares Core S&P 500

$10,974

PAPI

Parametric Equity Premium Income

$12,134

MeasureIVVPAPI

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.14%7.31%

5 years, per year+11.4%[…]

3 years, per year+22.1%+13.3%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.6%10.4%

3–2measures won
PAPI first

17.3%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, PAPI

Today

17.3%most shared, IVV and PAPI

IVVPAPI

IVV—17.3%

PAPI17.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, PAPI

PAPI$731 − $29 = $702

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee