CAML vs IVV

ACAML

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common41.6%CAML and IVV

CAML

IVV

Congress Large Cap Growth ETF · $372MiShares Core S&P 500 ETF · $850B

+15.2%3 years · per year$15,281 · $18,221+22.1%

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

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $114 on $10k1.14%

−13.0%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins13.6%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAML · IVV

7.6%NVDA7.3%

6.8%AAPL7.7%

6.8%MSFT6.2%

3.1%AMZN3.9%

Held in common41.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ACAML	Congress Large Cap Growth ETFRead Desk	0.65%	0.00%	−6.0%	−3.0%	−5.2%	+15.2%	new	−13.0%	$372M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ACAML	Congress Large Cap Growth ETFRead Desk	0.65%	0.00%	−6.0%	−3.0%	−5.2%	+15.2%	new	−13.0%	$372M

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

CAML vs IVV

CAML

Congress Large Cap Growth

[…]

IVV

iShares Core S&P 500

$17,151

MeasureCAMLIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.00%1.14%

5 years, per year[…]+11.4%

3 years, per year+15.2%+22.1%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y18.3%13.6%

5–0measures won
IVV first

41.6%

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$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CAML, IVV, VOO

Today

93.5%most shared, IVV and VOO

CAMLIVVVOO

CAML—41.6%42.3%

IVV41.6%—93.5%

VOO42.3%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CAML$0 − $65 = −$65

KeptFee

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