DEEP vs IVV

ADEEP

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.05%DEEP · $205 on $10k

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

Held in common0.0%DEEP and IVV

DEEP

IVV

Acquirers Small and Micro Deep Value ETF · $25MiShares Core S&P 500 ETF · $875B

+12.5%3 years · per year$14,221 · $18,159+22.0%

+4.5%5 years · per year$12,490 · $17,545+11.9%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

2.05%12-mo yield$205 · $111 on $10k1.11%

−8.9%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.8%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEEP · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	+2.4%	+21.1%	+26.8%	+12.5%	+4.5%	−8.9%	$25M

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%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	+2.4%	+21.1%	+26.8%	+12.5%	+4.5%	−8.9%	$25M

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

DEEP vs IVV

DEEP

Acquirers Small and Micro Deep Value

$12,490

IVV

iShares Core S&P 500

$17,545

MeasureDEEPIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield2.05%1.11%

5 years, per year+4.5%+11.9%

3 years, per year+12.5%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y17.6%13.8%

4–1measures won
IVV first

0.0%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DEEP, IVV, SPY

Today

99.9%most shared, IVV and SPY

DEEPIVVSPY

DEEP—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Income After Fees on $10,000

$125most kept, DEEP

DEEP$205 − $80 = $125

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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