IBAT vs IVV

AIBAT

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.8%IBAT and IVV

IBAT

IVV

iShares Energy Storage & Materials ETF · $55MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.47%Expense ratio$47 · $3 on $10k · lower wins0.03%

0.92%12-mo yield$92 · $114 on $10k1.14%

−30.7%Worst dropSmaller wins−8.9%

33.4%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · IVV

4.2%LIN0.4%

3.2%ETN0.2%

7.4%APD0.1%

7.1%BE0.1%

Held in common0.8%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

IBAT vs IVV

IBAT

iShares Energy Storage & Materials

[…]

IVV

iShares Core S&P 500

$17,151

MeasureIBATIVV

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield0.92%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−30.7%−8.9%

Volatility · 1Y33.4%13.6%

4–0measures won
IVV first

0.8%

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: IBAT, IVV

Today

0.8%most shared, IBAT and IVV

IBATIVV

IBAT—0.8%

IVV0.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IBAT$92 − $47 = $45

KeptFee

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