DSMC vs IVV

ADSMC

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%DSMC · $109 on $10k

Smallest drop−6.3%DSMC · worst fall in 1Y

Held in common0.2%DSMC and IVV

DSMC

IVV

Distillate Small/Mid Cash Flow ETF · $148MiShares Core S&P 500 ETF · $887B

+18.3%3 years · per year$16,564 · $19,178+24.2%

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

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $109 on $10k1.09%

−6.3%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins12.9%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDSMC · IVV

2.0%SWKS0.0%

1.1%APA0.0%

1.1%MAS0.0%

1.0%TXT0.0%

Held in common0.2%

End-of-day Nov 4, 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	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk		0.55%	1.09%	+1.4%	+30.5%	+34.9%	+18.3%	new	−6.3%	$148M

End-of-day Nov 4, 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	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk		0.55%	1.09%	+1.4%	+30.5%	+34.9%	+18.3%	new	−6.3%	$148M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DSMC vs IVV

DSMC

Distillate Small/Mid Cash Flow

[…]

IVV

iShares Core S&P 500

$18,118

MeasureDSMCIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.09%1.09%

5 years, per year[…]+12.6%

3 years, per year+18.3%+24.2%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y15.3%12.9%

3–1measures won
IVV first

0.2%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: DSMC, IVV

Today

0.2%most shared, DSMC and IVV

DSMCIVV

DSMC—0.2%

IVV0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

DSMC$109 − $55 = $54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee