IVV vs WCBR · Compare Desk

AVOO

BIVV

Measures won1–1level · of 6 · 3Y

$10,000 · 3Y$19,178IVV · VOO $19,172

Lowest cost0.03%VOO · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common94.5%VOO and IVV

VOO vs IVV

VOO

IVV

Vanguard S&P 500 ETF · $1.00TiShares Core S&P 500 ETF · $887B

+24.2%3 years · per year$19,172 · $19,178+24.2%

+12.6%5 years · per year$18,115 · $18,118+12.6%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $109 on $10k1.09%

−8.9%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins12.9%

1–1Level

$10,000 · 3 yearsOne scale

Shared top holdingsVOO · IVV

8.4%NVDA7.7%

7.4%AAPL7.4%

5.8%MSFT5.9%

3.7%AMZN3.8%

Held in common94.5%

End-of-day Nov 4, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs IVV

VOO

Vanguard S&P 500

$19,173

IVV

iShares Core S&P 500

$19,178

MeasureVOOIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.05%1.09%

5 years, per year+12.6%+12.6%

3 years, per year+24.2%+24.2%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y12.8%12.9%

1–0measures won
VOO first

94.5%

holdings shared

Nov 4, 2026 · $10,000 three years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VOO, IVV

Today

94.5%most shared, VOO and IVV

VOOIVV

VOO—94.5%

IVV94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee