BALI vs IVV

ABALI

BIVV

Measures won3–2BALI wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income7.78%BALI · $778 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common59.5%BALI and IVV

BALI

IVV

iShares U.S. Large Cap Premium Income Active ETF · $1.6BiShares Core S&P 500 ETF · $887B

+21.8%3 years · per year$18,068 · $19,178+24.2%

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

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

7.78%12-mo yield$778 · $109 on $10k1.09%

−6.7%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins12.9%

3–2BALI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALI · IVV

7.0%NVDA7.7%

6.2%AAPL7.4%

5.5%MSFT5.9%

3.3%AMZN3.8%

Held in common59.5%

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

Both

5Y2 funds

#			Trend
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	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	7.78%	+1.3%	+15.4%	+16.6%	+21.8%	new	−6.7%	$1.6B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	7.78%	+1.3%	+15.4%	+16.6%	+21.8%	new	−6.7%	$1.6B

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

BALI vs IVV

BALI

iShares U.S. Large Cap Premium Income Active

[…]

IVV

iShares Core S&P 500

$18,118

MeasureBALIIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield7.78%1.09%

5 years, per year[…]+12.6%

3 years, per year+21.8%+24.2%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.6%12.9%

3–2measures won
BALI first

59.5%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: BALI, IVV

Today

59.5%most shared, BALI and IVV

BALIIVV

BALI—59.5%

IVV59.5%—

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

Income After Fees on $10,000

$743most kept, BALI

BALI$778 − $35 = $743

IVV$109 − $3 = $106

KeptFee

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