BSEP vs IVV

ABSEP

BIVV

Measures won2–4IVV wins · 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−5.7%BSEP · worst fall in 1Y

Held in common96.7%BSEP and IVV

BSEP

IVV

Innovator U.S. Equity Buffer ETF · $448MiShares Core S&P 500 ETF · $853B

+16.5%3 years · per year$15,828 · $18,159+22.0%

+10.4%5 years · per year$16,379 · $17,545+11.9%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $111 on $10k1.11%

−5.7%Worst dropSmaller wins−8.9%

8.5%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBSEP · IVV

7.6%AAPL7.9%

6.9%NVDA7.1%

6.0%MSFT6.2%

3.9%AMZN4.0%

Held in common96.7%

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	ABSEP	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+1.7%	+8.9%	+10.9%	+16.5%	+10.4%	−5.7%	$448M

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	ABSEP	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+1.7%	+8.9%	+10.9%	+16.5%	+10.4%	−5.7%	$448M

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

BSEP vs IVV

BSEP

Innovator U.S. Equity Buffer

$16,380

IVV

iShares Core S&P 500

$17,545

MeasureBSEPIVV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield0.00%1.11%

5 years, per year+10.4%+11.9%

3 years, per year+16.5%+22.0%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y8.5%13.8%

4–2measures won
IVV first

96.7%

holdings shared

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: BSEP, IVV, VOO

Today

96.7%most shared, BSEP and IVV

BSEPIVVVOO

BSEP—96.7%91.4%

IVV96.7%—92.7%

VOO91.4%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

BSEP$0 − $79 = −$79

KeptFee

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