ARP vs IVV

AARP

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income5.92%ARP · $592 on $10k

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

Held in common0.0%ARP and IVV

ARP

IVV

PMV Adaptive Risk Parity ETF · $74MiShares Core S&P 500 ETF · $887B

+15.5%3 years · per year$15,414 · $19,178+24.2%

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

1.88%Expense ratio$188 · $3 on $10k · lower wins0.03%

5.92%12-mo yield$592 · $109 on $10k1.09%

−10.1%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins12.9%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARP · IVV

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

Held in common0.0%

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%	$886.8B
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	AARP	PMV Adaptive Risk Parity ETFRead Desk	1.88%	5.92%	−0.3%	+10.4%	+12.4%	+15.5%	new	−10.1%	$74M

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%	$886.8B
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	AARP	PMV Adaptive Risk Parity ETFRead Desk	1.88%	5.92%	−0.3%	+10.4%	+12.4%	+15.5%	new	−10.1%	$74M

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

ARP vs IVV

ARP

PMV Adaptive Risk Parity

[…]

IVV

iShares Core S&P 500

$18,118

MeasureARPIVV

Fee1.88%0.03%

Cost on $10k a year$188$3

Yield5.92%1.09%

5 years, per year[…]+12.6%

3 years, per year+15.5%+24.2%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y14.7%12.9%

4–1measures won
IVV first

0.0%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ARP, IVV, VOO

Today

94.5%most shared, IVV and VOO

ARPIVVVOO

ARP—0.0%0.0%

IVV0.0%—94.5%

VOO0.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$404most kept, ARP

ARP$592 − $188 = $404

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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