ADME vs IVV

AADME

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · ADME $13,434

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−7.5%ADME · worst fall in 1Y

Held in common75.1%ADME and IVV

ADME

IVV

Aptus Drawdown Managed Equity ETF · $304MiShares Core S&P 500 ETF · $887B

+18.3%3 years · per year$16,552 · $19,178+24.2%

+6.8%5 years · per year$13,887 · $18,118+12.6%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

0.36%12-mo yield$36 · $109 on $10k1.09%

−7.5%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.9%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsADME · IVV

7.7%AAPL7.7%

7.3%NVDA7.3%

6.2%MSFT6.2%

3.9%AMZN3.9%

Held in common75.1%

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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AADME	Aptus Drawdown Managed Equity ETFRead Desk		0.79%	0.36%	+1.0%	+9.4%	+8.5%	+18.3%	+6.8%	−7.5%	$304M

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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AADME	Aptus Drawdown Managed Equity ETFRead Desk		0.79%	0.36%	+1.0%	+9.4%	+8.5%	+18.3%	+6.8%	−7.5%	$304M

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

ADME vs IVV

ADME

Aptus Drawdown Managed Equity

$13,887

IVV

iShares Core S&P 500

$18,118

MeasureADMEIVV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield0.36%1.09%

5 years, per year+6.8%+12.6%

3 years, per year+18.3%+24.2%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.4%12.9%

4–2measures won
IVV first

75.1%

holdings shared

Nov 5, 2026 · $10,000 five 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 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 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 5, 2026

Overlap: ADME, IVV

Today

75.1%most shared, ADME and IVV

ADMEIVV

ADME—75.1%

IVV75.1%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

ADME$36 − $79 = −$43

KeptFee

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