BATT vs IVV

ABATT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.99%BATT · $199 on $10k

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

Held in common1.8%BATT and IVV

BATT

IVV

Amplify Lithium & Battery Technology ETF · $89MiShares Core S&P 500 ETF · $853B

+10.9%3 years · per year$13,638 · $18,159+22.0%

−5.9%5 years · per year$7,389 · $17,545+11.9%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

1.99%12-mo yield$199 · $111 on $10k1.11%

−31.7%Worst dropSmaller wins−8.9%

33.7%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBATT · IVV

9.0%TSLA1.6%

6.2%FCX0.1%

3.8%BE0.1%

1.7%ALB0.0%

Held in common1.8%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ABATT	Amplify Lithium & Battery Technology ETFRead Desk	0.59%	1.99%	+2.6%	−7.1%	−2.4%	+10.9%	−5.9%	−31.7%	$89M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ABATT	Amplify Lithium & Battery Technology ETFRead Desk	0.59%	1.99%	+2.6%	−7.1%	−2.4%	+10.9%	−5.9%	−31.7%	$89M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BATT vs IVV

BATT

Amplify Lithium & Battery Technology

$7,389

IVV

iShares Core S&P 500

$17,545

MeasureBATTIVV

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield1.99%1.11%

5 years, per year−5.9%+11.9%

3 years, per year+10.9%+22.0%

Worst drop · 1Y−31.7%−8.9%

Volatility · 1Y33.7%13.8%

5–1measures won
IVV first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BATT, IVV, VOO

Today

92.7%most shared, IVV and VOO

BATTIVVVOO

BATT—1.8%1.8%

IVV1.8%—92.7%

VOO1.8%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, BATT

BATT$199 − $59 = $140

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee