BLUI vs IVV5YBLUIBLUIAvsBIVVIVVBluemonte Diversified Income ETF · $123MiShares Core S&P 500 ETF · $883BReturns · dividends in[…]3 years · per year[…] · $18,122+21.9%[…]5 years · per year[…] · $17,530+11.9%Cost and income0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%5.23%12-mo yield$523 · $110 on $10k1.10%
Overlap: BLUI, IVV, QQQToday52.3%most shared, IVV and QQQBLUIIVVQQQBLUI—0.0%0.0%IVV0.0%—52.3%QQQ0.0%52.3%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BLUI vs IVV5YABLUIBluemonte Diversified Income[…]vsIVVBiShares Core S&P 500$17,530MeasureBLUIIVVFee0.80%0.03%Cost on $10k a year$80$3Yield5.23%1.10%5 years, per year[…]+11.9%3 years, per year[…]+21.9%Worst drop · 1Y−3.7%−8.9%Volatility · 1Y4.1%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%+2.3%+12.8%+11.3%+23.9%+12.6%−14.8%$464.0B2BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3ABLUIBluemonte Diversified Income ETFReadDesk0.80%5.23%+0.1%+3.3%+3.8%newnew−3.7%$123MEnd-of-day Nov 11, 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▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%+2.3%+12.8%+11.3%+23.9%+12.6%−14.8%$464.0B2BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3ABLUIBluemonte Diversified Income ETFReadDesk0.80%5.23%+0.1%+3.3%+3.8%newnew−3.7%$123MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
QQQM vs QQQYTDInvescoQQQMIA+12.8%vsBIQQQInvesco+12.8%Jan 1Nov 11+12.8%+12.8%+12.8%Year to date+12.8%0.15% · $15Fee · on $10k a year0.18% · $18$107BAssets$464B1–0QQQM winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
Overlap: BLUI, IVV, QQQToday52.3%most shared, IVV and QQQBLUIIVVQQQBLUI—0.0%0.0%IVV0.0%—52.3%QQQ0.0%52.3%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$443most kept, BLUIBLUI$523 − $80 = $443IVV$110 − $3 = $107QQQ$45 − $18 = $27KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee