CWS vs IVV

ACWS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common2.3%CWS and IVV

CWS

IVV

AdvisorShares Focused Equity ETF · $111MiShares Core S&P 500 ETF · $853B

+10.9%3 years · per year$13,651 · $18,159+22.0%

+7.2%5 years · per year$14,129 · $17,545+11.9%

0.78%Expense ratio$78 · $3 on $10k · lower wins0.03%

0.31%12-mo yield$31 · $111 on $10k1.11%

−11.9%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.8%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCWS · IVV

5.0%TMO0.4%

3.7%ABT0.3%

4.5%APH0.3%

5.4%MCK0.2%

Held in common2.3%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ACWS	AdvisorShares Focused Equity ETFRead Desk	0.78%	0.31%	+2.5%	−0.3%	+2.1%	+10.9%	+7.2%	−11.9%	$111M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ACWS	AdvisorShares Focused Equity ETFRead Desk	0.78%	0.31%	+2.5%	−0.3%	+2.1%	+10.9%	+7.2%	−11.9%	$111M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CWS vs IVV

CWS

AdvisorShares Focused Equity

$14,129

IVV

iShares Core S&P 500

$17,545

MeasureCWSIVV

Fee0.78%0.03%

Cost on $10k a year$78$3

Yield0.31%1.11%

5 years, per year+7.2%+11.9%

3 years, per year+10.9%+22.0%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y14.0%13.8%

6–0measures won
IVV first

2.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: CWS, IVV, VTI

Today

86.0%most shared, IVV and VTI

CWSIVVVTI

CWS—2.3%2.0%

IVV2.3%—86.0%

VTI2.0%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

CWS$31 − $78 = −$47

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee