AFOS vs IVV

AAFOS

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common21.9%AFOS and IVV

AFOS

IVV

ARS Focused Opportunity Strategy ETF · $293MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.46%Expense ratio$46 · $3 on $10k · lower wins0.03%

0.24%12-mo yield$24 · $109 on $10k1.09%

−11.8%Worst dropSmaller wins−8.9%

23.9%VolatilityLower wins12.9%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFOS · IVV

4.4%NVDA7.7%

3.9%MSFT5.9%

3.8%GOOGL2.5%

2.5%AMZN3.8%

Held in common21.9%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.24%	−2.4%	+22.5%	+27.8%	new	new	−11.8%	$293M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.24%	−2.4%	+22.5%	+27.8%	new	new	−11.8%	$293M

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

AFOS vs IVV

AFOS

ARS Focused Opportunity Strategy

[…]

IVV

iShares Core S&P 500

$18,118

MeasureAFOSIVV

Fee0.46%0.03%

Cost on $10k a year$46$3

Yield0.24%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y23.9%12.9%

4–0measures won
IVV first

21.9%

holdings shared

Nov 4, 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AFOS, IVV, VOO

Today

94.5%most shared, IVV and VOO

AFOSIVVVOO

AFOS—21.9%22.7%

IVV21.9%—94.5%

VOO22.7%94.5%—

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

AFOS$24 − $46 = −$22

KeptFee

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