IAT vs IVV

AIAT

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.76%IAT · $276 on $10k

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

Held in common0.7%IAT and IVV

IAT

IVV

iShares U.S. Regional Banks ETF · $627MiShares Core S&P 500 ETF · $853B

+27.1%3 years · per year$20,522 · $18,084+21.8%

+1.7%5 years · per year$10,891 · $17,177+11.4%

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

2.76%12-mo yield$276 · $114 on $10k1.14%

−17.5%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAT · IVV

15.1%USB0.1%

14.6%PNC0.1%

9.8%TFC0.1%

5.2%FITB0.1%

Held in common0.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AIAT	iShares U.S. Regional Banks ETFRead Desk	0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AIAT	iShares U.S. Regional Banks ETFRead Desk	0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$627M

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

IAT vs IVV

IAT

iShares U.S. Regional Banks

$10,891

IVV

iShares Core S&P 500

$17,177

MeasureIATIVV

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield2.76%1.14%

5 years, per year+1.7%+11.4%

3 years, per year+27.1%+21.8%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y20.8%13.6%

4–2measures won
IVV first

0.7%

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: IAT, IVV, VOO

Today

92.2%most shared, IVV and VOO

IATIVVVOO

IAT—0.7%0.6%

IVV0.7%—92.2%

VOO0.6%92.2%—

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

Income After Fees on $10,000

$239most kept, IAT

IAT$276 − $37 = $239

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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