BOXA vs IVV

ABOXA

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−5.3%BOXA · worst fall in 1Y

Held in common[…]BOXA and IVV

BOXA

IVV

EA Series Trust- Alpha Architect Aggregate Bond ETF · $16MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

0.13%12-mo yield$13 · $111 on $10k1.11%

−5.3%Worst dropSmaller wins−8.9%

4.1%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOXA · IVV

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

Held in common[…]

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ABOXA	EA Series Trust- Alpha Architect Aggregate Bond ETFRead Desk	0.23%	0.13%	+0.1%	−0.6%	−0.3%	new	new	−5.3%	$16M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ABOXA	EA Series Trust- Alpha Architect Aggregate Bond ETFRead Desk	0.23%	0.13%	+0.1%	−0.6%	−0.3%	new	new	−5.3%	$16M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOXA vs IVV

BOXA

EA Series Trust- Alpha Architect Aggregate Bond

[…]

IVV

iShares Core S&P 500

$17,545

MeasureBOXAIVV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield0.13%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y4.1%13.8%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BOXA, IVV, VOO

Today

92.7%most shared, IVV and VOO

BOXAIVVVOO

BOXA—[…][…]

IVV[…]—92.7%

VOO[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

BOXA$13 − $23 = −$10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee