ASGM vs IVV

AASGM

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.77%ASGM · $377 on $10k

Smallest drop−8.3%ASGM · worst fall in 1Y

Held in common0.0%ASGM and IVV

ASGM

IVV

Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETF · $14MiShares Core S&P 500 ETF · $883B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.86%Expense ratio$86 · $3 on $10k · lower wins0.03%

3.77%12-mo yield$377 · $110 on $10k1.10%

−8.3%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	AASGM	Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETFRead Desk		0.86%	3.77%	+2.5%	+19.9%	+20.9%	new	new	−8.3%	$14M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	AASGM	Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETFRead Desk		0.86%	3.77%	+2.5%	+19.9%	+20.9%	new	new	−8.3%	$14M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ASGM vs IVV

ASGM

Virtus ETF Trust II - Virtus AlphaSimplex Global Macro

[…]

IVV

iShares Core S&P 500

$17,530

MeasureASGMIVV

Fee0.86%0.03%

Cost on $10k a year$86$3

Yield3.77%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y17.1%13.7%

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ASGM vs IVV

Both

Both

$10,000 in ASGM, IVV

Overlap: ASGM, IVV

ASGM vs IVV

SPYM vs SPY

VOO vs IVV

SCHD vs VIG

Overlap: ASGM, IVV

Income After Fees on $10,000