BLUI vs IVV

ABLUI

BIVV

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.23%BLUI · $523 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common0.0%BLUI and IVV

BLUI

IVV

Bluemonte Diversified Income ETF · $122MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

5.23%12-mo yield$523 · $114 on $10k1.14%

−3.7%Worst dropSmaller wins−8.9%

4.1%VolatilityLower wins13.6%

3–1BLUI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLUI · IVV

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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%	$886.8B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$122M

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$122M

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

BLUI vs IVV

BLUI

Bluemonte Diversified Income

[…]

IVV

iShares Core S&P 500

$17,151

MeasureBLUIIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield5.23%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−3.7%−8.9%

Volatility · 1Y4.1%13.6%

3–1measures won
BLUI first

0.0%

holdings shared

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: BLUI, IVV

Today

0.0%most shared, BLUI and IVV

BLUIIVV

BLUI—0.0%

IVV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$443most kept, BLUI

BLUI$523 − $80 = $443

IVV$114 − $3 = $111

KeptFee

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