IBMS vs IVV

AIBMS

BIVV

Measures won3–1IBMS wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

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 · $404MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

2.51%12-mo yield$251 · $111 on $10k1.11%

−4.5%Worst dropSmaller wins−8.9%

2.4%VolatilityLower wins13.8%

3–1IBMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBMS · IVV

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

Held in common[…]

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
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	AIBMS	iShares iBonds Dec 2030 Term MuRead Desk	0.10%	2.51%	0.0%	+0.7%	+1.5%	new	new	−4.5%	$404M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
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	AIBMS	iShares iBonds Dec 2030 Term MuRead Desk	0.10%	2.51%	0.0%	+0.7%	+1.5%	new	new	−4.5%	$404M

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

IBMS vs IVV

IBMS

iShares iBonds Dec 2030 Term Mu

[…]

IVV

iShares Core S&P 500

$17,545

MeasureIBMSIVV

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield2.51%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y2.4%13.8%

3–1measures won
IBMS first

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IBMS, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

IBMSIVVQQQ

IBMS—[…][…]

IVV[…]—52.4%

QQQ[…]52.4%—

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

Income After Fees on $10,000

$241most kept, IBMS

IBMS$251 − $10 = $241

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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