IVV vs TIZE

AIVV

BTIZE

Measures won2–0IVV wins · of 6 · 3Y

$10,000 · 3Y$18,084IVV · VOO $18,079

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common[…]IVV and TIZE

IVV

TIZE

iShares Core S&P 500 ETF · $853BTCW Securitized Income ETF · $31M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.14%12-mo yield$114 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins[…]

13.6%VolatilityLower wins[…]

2–0IVV wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsIVV · TIZE

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs TIZE

IVV

iShares Core S&P 500

$18,084

TIZE

TCW Securitized Income

[…]

MeasureIVVTIZE

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.14%0.76%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.6%[…]

2–0measures won
IVV first

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, TIZE, SCHD, VOO

Today

92.2%most shared, IVV and VOO

IVVTIZESCHDVOO

IVV—[…]8.7%92.2%

TIZE[…]—[…][…]

SCHD8.7%[…]—7.6%

VOO92.2%[…]7.6%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

VOO$110 − $3 = $107

TIZE$76 − $40 = $36

KeptFee

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