APUE vs IVV

AAPUE

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common85.0%APUE and IVV

APUE

IVV

ActivePassive U.S. Equity ETF · $2.5BiShares Core S&P 500 ETF · $850B

+21.5%3 years · per year$17,957 · $18,084+21.8%

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

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.76%12-mo yield$76 · $114 on $10k1.14%

−9.0%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPUE · IVV

7.2%AAPL7.9%

6.0%NVDA6.9%

5.7%MSFT6.3%

3.7%AMZN4.0%

Held in common85.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.76%	+0.2%	+9.1%	+10.7%	+21.5%	new	−9.0%	$2.5B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.76%	+0.2%	+9.1%	+10.7%	+21.5%	new	−9.0%	$2.5B

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

APUE vs IVV

APUE

ActivePassive U.S. Equity

[…]

IVV

iShares Core S&P 500

$17,177

MeasureAPUEIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.76%1.14%

5 years, per year[…]+11.4%

3 years, per year+21.5%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.5%13.6%

4–1measures won
IVV first

85.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: APUE, IVV, VOO

Today

92.2%most shared, IVV and VOO

APUEIVVVOO

APUE—85.0%82.6%

IVV85.0%—92.2%

VOO82.6%92.2%—

End-of-day Nov 6, 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

APUE$76 − $31 = $45

KeptFee

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