IAK vs VOO

AIAK

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$19,545IAK · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.40%IAK · $240 on $10k

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

Held in common1.1%IAK and VOO

IAK

VOO

iShares U.S. Insurance ETF · $483MVanguard S&P 500 ETF · $1.00T

+18.3%3 years · per year$16,555 · $18,079+21.8%

+14.3%5 years · per year$19,545 · $17,177+11.4%

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

2.40%12-mo yield$240 · $110 on $10k1.10%

−10.5%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAK · VOO

13.6%PGR0.2%

13.1%CB0.2%

8.4%TRV0.1%

6.8%ALL0.1%

Held in common1.1%

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	AIAK	iShares U.S. Insurance ETFRead Desk	0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	AIAK	iShares U.S. Insurance ETFRead Desk	0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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

IAK vs VOO

IAK

iShares U.S. Insurance

$19,545

VOO

Vanguard S&P 500

$17,177

MeasureIAKVOO

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield2.40%1.10%

5 years, per year+14.3%+11.4%

3 years, per year+18.3%+21.8%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y16.3%13.5%

4–2measures won
VOO first

1.1%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IAK, VOO, IVV

Today

92.2%most shared, VOO and IVV

IAKVOOIVV

IAK—1.1%1.3%

VOO1.1%—92.2%

IVV1.3%92.2%—

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

Income After Fees on $10,000

$203most kept, IAK

IAK$240 − $37 = $203

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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