BFOR vs IVV

ABFOR

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common17.4%BFOR and IVV

BFOR

IVV

ALPS ETF Trust - Barron's 400 ETF · $244MiShares Core S&P 500 ETF · $887B

+22.0%3 years · per year$18,137 · $19,178+24.2%

+10.1%5 years · per year$16,188 · $18,118+12.6%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.52%12-mo yield$52 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins12.9%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBFOR · IVV

0.3%LLY1.7%

0.3%AMGN0.4%

0.3%TXN0.4%

0.3%ADI0.3%

Held in common17.4%

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

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.52%	+1.0%	+14.9%	+19.0%	+22.0%	+10.1%	−9.0%	$244M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.52%	+1.0%	+14.9%	+19.0%	+22.0%	+10.1%	−9.0%	$244M

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

BFOR vs IVV

BFOR

ALPS ETF Trust - Barron's 400

$16,188

IVV

iShares Core S&P 500

$18,118

MeasureBFORIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.52%1.09%

5 years, per year+10.1%+12.6%

3 years, per year+22.0%+24.2%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%12.9%

6–0measures won
IVV first

17.4%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BFOR, IVV, VOO

Today

94.5%most shared, IVV and VOO

BFORIVVVOO

BFOR—17.4%17.0%

IVV17.4%—94.5%

VOO17.0%94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

BFOR$52 − $65 = −$13

KeptFee

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