CBLS vs IVV

ACBLS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · CBLS $10,753

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common11.1%CBLS and IVV

CBLS

IVV

Clough Hedged Equity ETF · $48MiShares Core S&P 500 ETF · $887B

+15.1%3 years · per year$15,244 · $19,178+24.2%

+2.2%5 years · per year$11,127 · $18,118+12.6%

1.89%Expense ratio$189 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $109 on $10k1.09%

−17.9%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins12.9%

0–6IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · IVV

2.3%MSFT6.2%

2.1%AVGO2.3%

2.1%AMZN3.9%

2.1%LLY1.7%

Held in common11.1%

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

Both

5Y2 funds

#			Trend
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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.88%	−3.2%	+2.3%	−0.1%	+15.1%	+2.2%	−17.9%	$48M

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

Both

5Y2 funds

#			Trend
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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.88%	−3.2%	+2.3%	−0.1%	+15.1%	+2.2%	−17.9%	$48M

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

CBLS vs IVV

CBLS

Clough Hedged Equity

$11,127

IVV

iShares Core S&P 500

$18,118

MeasureCBLSIVV

Fee1.89%0.03%

Cost on $10k a year$189$3

Yield0.88%1.09%

5 years, per year+2.2%+12.6%

3 years, per year+15.1%+24.2%

Worst drop · 1Y−17.9%−8.9%

Volatility · 1Y19.4%12.9%

6–0measures won
IVV first

11.1%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: CBLS, IVV

Today

11.1%most shared, CBLS and IVV

CBLSIVV

CBLS—11.1%

IVV11.1%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

CBLS$88 − $189 = −$101

KeptFee

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