IBTO vs IVV

AIBTO

BIVV

Measures won3–2IBTO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.24%IBTO · $424 on $10k

Smallest drop−5.8%IBTO · worst fall in 1Y

Held in common[…]IBTO and IVV

IBTO

IVV

iShares iBonds Dec 2033 Term Treasury ETF · $517MiShares Core S&P 500 ETF · $887B

+4.9%3 years · per year$11,551 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

4.24%12-mo yield$424 · $109 on $10k1.09%

−5.8%Worst dropSmaller wins−8.9%

4.4%VolatilityLower wins12.9%

3–2IBTO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBTO · IVV

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

Held in common[…]

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.24%	+0.4%	−1.1%	−0.8%	+4.9%	new	−5.8%	$517M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.24%	+0.4%	−1.1%	−0.8%	+4.9%	new	−5.8%	$517M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBTO vs IVV

IBTO

iShares iBonds Dec 2033 Term Treasury

[…]

IVV

iShares Core S&P 500

$18,118

MeasureIBTOIVV

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield4.24%1.09%

5 years, per year[…]+12.6%

3 years, per year+4.9%+24.2%

Worst drop · 1Y−5.8%−8.9%

Volatility · 1Y4.4%12.9%

3–2measures won
IBTO first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IBTO, IVV

Today

[…]holdings […]

IBTOIVV

IBTO—[…]

IVV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, IBTO

IBTO$424 − $7 = $417

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee