IBMS vs IVV

AIBMS

BIVV

Measures won3–1IBMS wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income2.51%IBMS · $251 on $10k

Smallest drop−4.5%IBMS · worst fall in 1Y

Held in common[…]IBMS and IVV

IBMS

IVV

iShares iBonds Dec 2030 Term Mu · $397MiShares Core S&P 500 ETF · $887B

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

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

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

2.51%12-mo yield$251 · $114 on $10k1.14%

−4.5%Worst dropSmaller wins−8.9%

2.4%VolatilityLower wins13.6%

3–1IBMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBMS · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AIBMS	iShares iBonds Dec 2030 Term MuRead Desk		0.10%	2.51%	+0.2%	+0.6%	+1.4%	new	new	−4.5%	$397M

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	AIBMS	iShares iBonds Dec 2030 Term MuRead Desk		0.10%	2.51%	+0.2%	+0.6%	+1.4%	new	new	−4.5%	$397M

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

IBMS vs IVV

IBMS

iShares iBonds Dec 2030 Term Mu

[…]

IVV

iShares Core S&P 500

$17,151

MeasureIBMSIVV

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield2.51%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y2.4%13.6%

3–1measures won
IBMS first

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: IBMS, IVV

Today

[…]holdings […]

IBMSIVV

IBMS—[…]

IVV[…]—

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

Income After Fees on $10,000

$241most kept, IBMS

IBMS$251 − $10 = $241

IVV$114 − $3 = $111

KeptFee

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