IAI vs VOO

AIAI

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IAI $16,990

Lowest cost0.03%VOO · $3 on $10k

Most income1.19%IAI · $119 on $10k

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

Held in common2.0%IAI and VOO

IAI

VOO

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BVanguard S&P 500 ETF · $1.00T

+28.5%3 years · per year$21,217 · $18,224+22.1%

+11.2%5 years · per year$16,990 · $17,156+11.4%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $110 on $10k1.10%

−16.5%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · VOO

17.7%GS0.4%

15.2%MS0.3%

8.6%SCHW0.2%

5.3%SPGI0.2%

Held in common2.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.19%	−3.9%	+0.6%	+4.0%	+28.5%	+11.2%	−16.5%	$1.3B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.19%	−3.9%	+0.6%	+4.0%	+28.5%	+11.2%	−16.5%	$1.3B

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

IAI vs VOO

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,990

VOO

Vanguard S&P 500

$17,156

MeasureIAIVOO

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.19%1.10%

5 years, per year+11.2%+11.4%

3 years, per year+28.5%+22.1%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y21.2%13.5%

4–2measures won
VOO first

2.0%

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: IAI, VOO

Today

2.0%most shared, IAI and VOO

IAIVOO

IAI—2.0%

VOO2.0%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IAI$119 − $37 = $82

KeptFee

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