EINC vs IVV

AEINC

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,420EINC · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income4.85%EINC · $485 on $10k

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

Held in common0.4%EINC and IVV

EINC

IVV

VanEck Energy Income ETF · $82MiShares Core S&P 500 ETF · $887B

+25.0%3 years · per year$19,520 · $18,221+22.1%

+18.6%5 years · per year$23,420 · $17,151+11.4%

0.46%Expense ratio$46 · $3 on $10k · lower wins0.03%

4.85%12-mo yield$485 · $114 on $10k1.14%

−9.2%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEINC · IVV

7.7%WMB0.1%

6.4%KMI0.1%

5.2%TRGP0.1%

5.4%OKE0.1%

Held in common0.4%

End-of-day Nov 5, 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	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.85%	−3.0%	+19.8%	+27.7%	+25.0%	+18.6%	−9.2%	$82M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Both

5Y2 funds

#			Trend
1	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.85%	−3.0%	+19.8%	+27.7%	+25.0%	+18.6%	−9.2%	$82M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Cards for this view

EINC vs IVV

EINC

VanEck Energy Income

$23,420

IVV

iShares Core S&P 500

$17,152

MeasureEINCIVV

Fee0.46%0.03%

Cost on $10k a year$46$3

Yield4.85%1.14%

5 years, per year+18.6%+11.4%

3 years, per year+25.0%+22.1%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y17.6%13.6%

3–3measures won
level

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: EINC, IVV

Today

0.4%most shared, EINC and IVV

EINCIVV

EINC—0.4%

IVV0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$439most kept, EINC

EINC$485 − $46 = $439

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee