ADVE vs IVV

AADVE

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.51%ADVE · $251 on $10k

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

Held in common0.0%ADVE and IVV

ADVE

IVV

Matthews Asia Dividend Active ETF ADVE · $9MiShares Core S&P 500 ETF · $853B

+18.2%3 years · per year$16,505 · $18,084+21.8%

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

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

2.51%12-mo yield$251 · $114 on $10k1.14%

−11.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsADVE · IVV

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

Held in common0.0%

End-of-day Nov 6, 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	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AADVE	Matthews Asia Dividend Active ETF ADVERead Desk	0.79%	2.51%	+0.8%	+11.4%	+13.7%	+18.2%	new	−11.7%	$9M

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

All Three

5Y3 funds

#
1	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AADVE	Matthews Asia Dividend Active ETF ADVERead Desk	0.79%	2.51%	+0.8%	+11.4%	+13.7%	+18.2%	new	−11.7%	$9M

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

ADVE vs IVV

ADVE

Matthews Asia Dividend Active ETF ADVE

[…]

IVV

iShares Core S&P 500

$17,177

MeasureADVEIVV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield2.51%1.14%

5 years, per year[…]+11.4%

3 years, per year+18.2%+21.8%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.3%13.6%

4–1measures won
IVV first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: ADVE, IVV, SPY

Today

99.9%most shared, IVV and SPY

ADVEIVVSPY

ADVE—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Income After Fees on $10,000

$172most kept, ADVE

ADVE$251 − $79 = $172

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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