BAFE vs IVV

ABAFE

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

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 common30.2%BAFE and IVV

BAFE

IVV

Brown Advisory Flexible Equity ETF · $1.8BiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.54%Expense ratio$54 · $3 on $10k · lower wins0.03%

0.27%12-mo yield$27 · $114 on $10k1.14%

−12.7%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAFE · IVV

6.8%MSFT6.2%

4.6%AMZN3.9%

3.2%NVDA7.3%

3.1%GOOGL2.6%

Held in common30.2%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ABAFE	Brown Advisory Flexible Equity ETFRead Desk	0.54%	0.27%	−3.7%	+8.1%	+11.4%	new	new	−12.7%	$1.8B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ABAFE	Brown Advisory Flexible Equity ETFRead Desk	0.54%	0.27%	−3.7%	+8.1%	+11.4%	new	new	−12.7%	$1.8B

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

Cards for this view

BAFE vs IVV

BAFE

Brown Advisory Flexible Equity

[…]

IVV

iShares Core S&P 500

$17,151

MeasureBAFEIVV

Fee0.54%0.03%

Cost on $10k a year$54$3

Yield0.27%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−12.7%−8.9%

Volatility · 1Y13.9%13.6%

4–0measures won
IVV first

30.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BAFE, IVV, VOO

Today

93.5%most shared, IVV and VOO

BAFEIVVVOO

BAFE—30.2%30.2%

IVV30.2%—93.5%

VOO30.2%93.5%—

End-of-day Nov 5, 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

BAFE$27 − $54 = −$27

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee