CFA vs IVV

ACFA

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.27%CFA · $127 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common38.0%CFA and IVV

CFA

IVV

VictoryShares US 500 Volatility Wtd ETF · $530MiShares Core S&P 500 ETF · $853B

+16.3%3 years · per year$15,739 · $18,084+21.8%

+7.4%5 years · per year$14,285 · $17,177+11.4%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.27%12-mo yield$127 · $114 on $10k1.14%

−7.1%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCFA · IVV

0.5%BRK-B1.7%

0.4%PG0.6%

0.4%COST0.7%

0.4%KO0.6%

Held in common38.0%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$530M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$530M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CFA vs IVV

CFA

VictoryShares US 500 Volatility Wtd

$14,285

IVV

iShares Core S&P 500

$17,177

MeasureCFAIVV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.27%1.14%

5 years, per year+7.4%+11.4%

3 years, per year+16.3%+21.8%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.0%13.6%

3–3measures won
level

38.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CFA, IVV, VOO

Today

92.2%most shared, IVV and VOO

CFAIVVVOO

CFA—38.0%35.6%

IVV38.0%—92.2%

VOO35.6%92.2%—

End-of-day Nov 6, 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

CFA$127 − $38 = $89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee