CTIF vs IVV

ACTIF

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.63%CTIF · $463 on $10k

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

Held in common10.7%CTIF and IVV

CTIF

IVV

EA Series Trust - Castellan Targeted Income ETF · $203MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

4.63%12-mo yield$463 · $109 on $10k1.09%

−9.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.9%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCTIF · IVV

5.5%MSFT6.2%

3.8%AVGO2.3%

4.4%GS0.4%

4.3%ABT0.3%

Held in common10.7%

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	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk		0.45%	4.63%	+2.1%	+14.3%	+14.8%	new	new	−9.5%	$203M

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	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk		0.45%	4.63%	+2.1%	+14.3%	+14.8%	new	new	−9.5%	$203M

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

CTIF vs IVV

CTIF

EA Series Trust - Castellan Targeted Income

[…]

IVV

iShares Core S&P 500

$18,118

MeasureCTIFIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield4.63%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y13.0%12.9%

3–1measures won
IVV first

10.7%

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: CTIF, IVV

Today

10.7%most shared, CTIF and IVV

CTIFIVV

CTIF—10.7%

IVV10.7%—

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

Income After Fees on $10,000

$418most kept, CTIF

CTIF$463 − $45 = $418

IVV$109 − $3 = $106

KeptFee

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