BAUG vs IVV

ABAUG

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−5.7%BAUG · worst fall in 1Y

Held in common[…]BAUG and IVV

BAUG

IVV

Innovator U.S. Equity Buffer ETF · $261MiShares Core S&P 500 ETF · $850B

+18.4%3 years · per year$16,599 · $18,221+22.1%

+10.6%5 years · per year$16,533 · $17,151+11.4%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $114 on $10k1.14%

−5.7%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAUG · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	−2.9%	+7.8%	+9.6%	+18.4%	+10.6%	−5.7%	$261M

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	−2.9%	+7.8%	+9.6%	+18.4%	+10.6%	−5.7%	$261M

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

BAUG vs IVV

BAUG

Innovator U.S. Equity Buffer

$16,533

IVV

iShares Core S&P 500

$17,152

MeasureBAUGIVV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield0.00%1.14%

5 years, per year+10.6%+11.4%

3 years, per year+18.4%+22.1%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y8.3%13.6%

4–2measures won
IVV first

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: BAUG, IVV, SPY

Today

99.9%most shared, IVV and SPY

BAUGIVVSPY

BAUG—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

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

SPY$103 − $9 = $94

BAUG$0 − $79 = −$79

KeptFee

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