CVY vs IVV

ACVY

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income4.08%CVY · $408 on $10k

Smallest drop−7.4%CVY · worst fall in 1Y

Held in common2.0%CVY and IVV

CVY

IVV

Invesco Zacks Multi-Asset Income ETF · $117MiShares Core S&P 500 ETF · $853B

+14.7%3 years · per year$15,079 · $18,084+21.8%

+7.7%5 years · per year$14,505 · $17,177+11.4%

1.15%Expense ratio$115 · $3 on $10k · lower wins0.03%

4.08%12-mo yield$408 · $114 on $10k1.14%

−7.4%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVY · IVV

0.4%WFC0.4%

0.3%C0.3%

0.3%BAC0.5%

0.3%BNY0.2%

Held in common2.0%

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	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk	1.15%	4.08%	−0.3%	+9.9%	+13.5%	+14.7%	+7.7%	−7.4%	$117M

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	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk	1.15%	4.08%	−0.3%	+9.9%	+13.5%	+14.7%	+7.7%	−7.4%	$117M

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

CVY vs IVV

CVY

Invesco Zacks Multi-Asset Income

$14,505

IVV

iShares Core S&P 500

$17,177

MeasureCVYIVV

Fee1.15%0.03%

Cost on $10k a year$115$3

Yield4.08%1.14%

5 years, per year+7.7%+11.4%

3 years, per year+14.7%+21.8%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y10.6%13.6%

3–3measures won
level

2.0%

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: CVY, IVV, VOO

Today

92.2%most shared, IVV and VOO

CVYIVVVOO

CVY—2.0%1.8%

IVV2.0%—92.2%

VOO1.8%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$293most kept, CVY

CVY$408 − $115 = $293

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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