GII vs IVV

AGII

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.72%GII · $272 on $10k

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

Held in common1.8%GII and IVV

GII

IVV

State Street SPDR S&P Global Infrastructure ETF · $970MiShares Core S&P 500 ETF · $850B

+19.0%3 years · per year$16,863 · $18,084+21.8%

+9.6%5 years · per year$15,819 · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

2.72%12-mo yield$272 · $114 on $10k1.14%

−10.6%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGII · IVV

5.1%NEE0.3%

3.0%SO0.2%

2.8%DUK0.2%

2.2%CEG0.1%

Held in common1.8%

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M

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

GII vs IVV

GII

SPDR S&P Global Infrastructure

$15,819

IVV

iShares Core S&P 500

$17,177

MeasureGIIIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield2.72%1.14%

5 years, per year+9.6%+11.4%

3 years, per year+19.0%+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y11.5%13.6%

4–2measures won
IVV first

1.8%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: GII, IVV, SPY

Today

99.9%most shared, IVV and SPY

GIIIVVSPY

GII—1.8%1.8%

IVV1.8%—99.9%

SPY1.8%99.9%—

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

Income After Fees on $10,000

$232most kept, GII

GII$272 − $40 = $232

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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