IAK vs IVV

AIAK

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$19,610IAK · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income2.38%IAK · $238 on $10k

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

Held in common1.2%IAK and IVV

IAK

IVV

iShares U.S. Insurance ETF · $495MiShares Core S&P 500 ETF · $875B

+18.6%3 years · per year$16,683 · $18,159+22.0%

+14.4%5 years · per year$19,610 · $17,545+11.9%

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

2.38%12-mo yield$238 · $111 on $10k1.11%

−10.5%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAK · IVV

13.6%PGR0.2%

13.1%CB0.2%

8.4%TRV0.1%

6.5%ALL0.1%

Held in common1.2%

End-of-day Nov 9, 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	AIAK	iShares U.S. Insurance ETFRead Desk	0.37%	2.38%	+0.8%	+12.6%	+19.7%	+18.6%	+14.4%	−10.5%	$495M
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIAK	iShares U.S. Insurance ETFRead Desk	0.37%	2.38%	+0.8%	+12.6%	+19.7%	+18.6%	+14.4%	−10.5%	$495M
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAK vs IVV

IAK

iShares U.S. Insurance

$19,610

IVV

iShares Core S&P 500

$17,545

MeasureIAKIVV

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield2.38%1.11%

5 years, per year+14.4%+11.9%

3 years, per year+18.6%+22.0%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y16.3%13.8%

4–2measures won
IVV first

1.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IAK, IVV, VOO

Today

92.7%most shared, IVV and VOO

IAKIVVVOO

IAK—1.2%1.1%

IVV1.2%—92.7%

VOO1.1%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$201most kept, IAK

IAK$238 − $37 = $201

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee