VTI vs IVV

AVTI

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common86.5%VTI and IVV

VTI

IVV

Vanguard Morningstar Total Stock Market ETF · $689BiShares Core S&P 500 ETF · $850B

+21.9%3 years · per year$18,113 · $18,221+22.1%

+10.3%5 years · per year$16,332 · $17,151+11.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $114 on $10k1.14%

−8.9%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTI · IVV

7.1%NVDA7.3%

6.6%AAPL7.7%

5.2%MSFT6.2%

3.3%AMZN3.9%

Held in common86.5%

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 Four

5Y4 funds

#
1	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
2	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	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
2	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

VTI vs IVV

VTI

Vanguard Morningstar Total Stock Market

$16,332

IVV

iShares Core S&P 500

$17,152

MeasureVTIIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.10%1.14%

5 years, per year+10.3%+11.4%

3 years, per year+21.9%+22.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.7%13.6%

3–0measures won
IVV first

86.5%

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

Overlap: CSSD, IVV, VTI, BND

Today

86.5%most shared, IVV and VTI

CSSDIVVVTIBND

CSSD—0.0%0.0%[…]

IVV0.0%—86.5%[…]

VTI0.0%86.5%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

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