ACWI vs IVV

AACWI

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · ACWI $15,747

Lowest cost0.03%IVV · $3 on $10k

Most income1.47%ACWI · $147 on $10k

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

Held in common62.9%ACWI and IVV

ACWI

IVV

iShares MSCI ACWI ETF · $32.8BiShares Core S&P 500 ETF · $887B

+21.2%3 years · per year$17,791 · $18,221+22.1%

+9.5%5 years · per year$15,747 · $17,151+11.4%

0.32%Expense ratio$32 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $114 on $10k1.14%

−9.7%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsACWI · IVV

5.0%AAPL7.7%

4.5%NVDA7.3%

3.8%MSFT6.2%

2.5%AMZN3.9%

Held in common62.9%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.47%	−3.8%	+8.4%	+10.6%	+21.2%	+9.5%	−9.7%	$32.8B

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

ACWI vs IVV

ACWI

iShares MSCI ACWI

$15,747

IVV

iShares Core S&P 500

$17,152

MeasureACWIIVV

Fee0.32%0.03%

Cost on $10k a year$32$3

Yield1.47%1.14%

5 years, per year+9.5%+11.4%

3 years, per year+21.2%+22.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.6%13.6%

5–1measures won
IVV first

62.9%

holdings shared

Nov 5, 2026 · $10,000 five years 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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ACWI, IVV

Today

62.9%most shared, ACWI and IVV

ACWIIVV

ACWI—62.9%

IVV62.9%—

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

Income After Fees on $10,000

$115most kept, ACWI

ACWI$147 − $32 = $115

IVV$114 − $3 = $111

KeptFee

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