EXI vs IVV

AEXI

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.16%EXI · $116 on $10k

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

Held in common8.1%EXI and IVV

EXI

IVV

iShares Global Industrials ETF · $1.3BiShares Core S&P 500 ETF · $850B

+20.2%3 years · per year$17,347 · $18,084+21.8%

+9.9%5 years · per year$16,030 · $17,177+11.4%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $114 on $10k1.14%

−12.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEXI · IVV

3.5%GE0.5%

2.7%RTX0.4%

2.7%CAT0.4%

2.2%GEV0.3%

Held in common8.1%

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%	$850.0B
3	AEXI	iShares Global Industrials ETFRead Desk	0.38%	1.16%	−0.1%	+4.4%	+6.6%	+20.2%	+9.9%	−12.4%	$1.3B

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%	$850.0B
3	AEXI	iShares Global Industrials ETFRead Desk	0.38%	1.16%	−0.1%	+4.4%	+6.6%	+20.2%	+9.9%	−12.4%	$1.3B

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

EXI vs IVV

EXI

iShares Global Industrials

$16,030

IVV

iShares Core S&P 500

$17,177

MeasureEXIIVV

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.16%1.14%

5 years, per year+9.9%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y18.0%13.6%

5–1measures won
IVV first

8.1%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EXI, IVV, VOO

Today

92.2%most shared, IVV and VOO

EXIIVVVOO

EXI—8.1%8.1%

IVV8.1%—92.2%

VOO8.1%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

EXI$116 − $38 = $78

KeptFee

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