BOUT vs IVV

ABOUT

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common0.2%BOUT and IVV

BOUT

IVV

CapForce IBD Breakout Opportunities ETF · $14MiShares Core S&P 500 ETF · $887B

+12.9%3 years · per year$14,379 · $19,178+24.2%

+3.1%5 years · per year$11,638 · $18,118+12.6%

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

0.31%12-mo yield$31 · $109 on $10k1.09%

−18.1%Worst dropSmaller wins−8.9%

22.2%VolatilityLower wins12.9%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOUT · IVV

6.2%MCO0.1%

5.5%OKTA0.0%

7.0%HAS0.0%

3.7%APA0.0%

Held in common0.2%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+1.0%	+11.5%	+7.4%	+12.9%	+3.1%	−18.1%	$14M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+1.0%	+11.5%	+7.4%	+12.9%	+3.1%	−18.1%	$14M

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

BOUT vs IVV

BOUT

CapForce IBD Breakout Opportunities

$11,638

IVV

iShares Core S&P 500

$18,118

MeasureBOUTIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.31%1.09%

5 years, per year+3.1%+12.6%

3 years, per year+12.9%+24.2%

Worst drop · 1Y−18.1%−8.9%

Volatility · 1Y22.2%12.9%

6–0measures won
IVV first

0.2%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: BOUT, IVV, SPY

Today

99.9%most shared, IVV and SPY

BOUTIVVSPY

BOUT—0.2%0.2%

IVV0.2%—99.9%

SPY0.2%99.9%—

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

SPY$99 − $9 = $90

BOUT$31 − $80 = −$49

KeptFee

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