BALI vs IVV5YBALIBALIAvsBIVVIVViShares U.S. Large Cap Premium Income Active ETF · $1.6BiShares Core S&P 500 ETF · $879BReturns · dividends in+19.4%3 years · per year$17,029 · $17,931+21.5%[…]5 years · per year[…] · $17,265+11.5%Cost and income0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%7.91%12-mo yield$791 · $111 on $10k
Overlap: BALI, IVV, SPYToday99.9%most shared, IVV and SPYBALIIVVSPYBALI—59.4%59.4%IVV59.4%—99.9%SPY59.4%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BALI vs IVV5YABALIiShares U.S. Large Cap Premium Income Active[…]vsIVVBiShares Core S&P 500$17,265MeasureBALIIVVFee0.35%0.03%Cost on $10k a year$35$3Yield7.91%1.11%5 years, per year[…]+11.5%3 years, per year+19.4%+21.5%Worst drop · 1Y−6.7%−8.9%Volatility · 1Y11.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3ABALIiShares U.S. Large Cap Premium Income Active ETFReadDesk0.35%7.91%−0.3%+13.5%+14.5%+19.4%new−6.7%$1.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3ABALIiShares U.S. Large Cap Premium Income Active ETFReadDesk0.35%7.91%−0.3%+13.5%+14.5%+19.4%new−6.7%$1.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: BALI, IVV, SPYToday99.9%most shared, IVV and SPYBALIIVVSPYBALI—59.4%59.4%IVV59.4%—99.9%SPY59.4%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$756most kept, BALIBALI$791 − $35 = $756IVV$111 − $3 = $108SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee