ADME vs IVV

AADME

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 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

+17.1%3 years · per year$16,071 · $18,221+22.1%

+6.1%5 years · per year$13,434 · $17,151+11.4%

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

0.37%12-mo yield$37 · $114 on $10k1.14%

−7.5%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	AADME	Aptus Drawdown Managed Equity ETFRead Desk	0.79%	0.37%	−2.6%	+6.6%	+6.8%	+17.1%	+6.1%	−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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	AADME	Aptus Drawdown Managed Equity ETFRead Desk	0.79%	0.37%	−2.6%	+6.6%	+6.8%	+17.1%	+6.1%	−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

$13,434

IVV

iShares Core S&P 500

$17,152

MeasureADMEIVV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield0.37%1.14%

5 years, per year+6.1%+11.4%

3 years, per year+17.1%+22.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.6%13.6%

4–2measures won
IVV first

75.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ADME, IVV, VOO

Today

93.5%most shared, IVV and VOO

ADMEIVVVOO

ADME—75.1%72.6%

IVV75.1%—93.5%

VOO72.6%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

ADME$37 − $79 = −$42

KeptFee

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