DSMC vs IVV

ADSMC

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 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 · $145MiShares Core S&P 500 ETF · $853B

+16.3%3 years · per year$15,715 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

1.13%12-mo yield$113 · $114 on $10k1.14%

−6.3%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDSMC · IVV

1.9%SWKS0.0%

1.2%MAS0.0%

1.2%GDDY0.0%

1.0%APA0.0%

Held in common0.2%

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	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk	0.55%	1.13%	−0.9%	+25.7%	+29.5%	+16.3%	new	−6.3%	$145M

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	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk	0.55%	1.13%	−0.9%	+25.7%	+29.5%	+16.3%	new	−6.3%	$145M

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

DSMC vs IVV

DSMC

Distillate Small/Mid Cash Flow

[…]

IVV

iShares Core S&P 500

$17,177

MeasureDSMCIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.13%1.14%

5 years, per year[…]+11.4%

3 years, per year+16.3%+21.8%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y15.6%13.6%

3–1measures won
IVV first

0.2%

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: DSMC, IVV, VOO

Today

92.2%most shared, IVV and VOO

DSMCIVVVOO

DSMC—0.2%0.2%

IVV0.2%—92.2%

VOO0.2%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DSMC$113 − $55 = $58

KeptFee

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