HAP vs IVV

AHAP

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,272HAP · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.88%HAP · $188 on $10k

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

Held in common4.7%HAP and IVV

HAP

IVV

VanEck Natural Resources ETF · $320MiShares Core S&P 500 ETF · $850B

+18.8%3 years · per year$16,785 · $18,221+22.1%

+11.5%5 years · per year$17,272 · $17,151+11.4%

0.41%Expense ratio$41 · $3 on $10k · lower wins0.03%

1.88%12-mo yield$188 · $114 on $10k1.14%

−9.1%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAP · IVV

5.5%XOM1.0%

5.4%CVX0.6%

3.8%NEE0.3%

5.3%DE0.3%

Held in common4.7%

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

All Three

5Y3 funds

#
1	AHAP	VanEck Natural Resources ETFRead Desk	0.41%	1.88%	−1.7%	+20.7%	+32.1%	+18.8%	+11.5%	−9.1%	$320M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

All Three

5Y3 funds

#
1	AHAP	VanEck Natural Resources ETFRead Desk	0.41%	1.88%	−1.7%	+20.7%	+32.1%	+18.8%	+11.5%	−9.1%	$320M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

HAP vs IVV

HAP

VanEck Natural Resources

$17,272

IVV

iShares Core S&P 500

$17,152

MeasureHAPIVV

Fee0.41%0.03%

Cost on $10k a year$41$3

Yield1.88%1.14%

5 years, per year+11.5%+11.4%

3 years, per year+18.8%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y16.3%13.6%

4–2measures won
IVV first

4.7%

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$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HAP, IVV, VOO

Today

93.5%most shared, IVV and VOO

HAPIVVVOO

HAP—4.7%4.6%

IVV4.7%—93.5%

VOO4.6%93.5%—

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

Income After Fees on $10,000

$147most kept, HAP

HAP$188 − $41 = $147

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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