IVV vs BND

AIVV

BBND

Measures won2–3BND wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · BND $9,985

Lowest cost0.03%IVV · $3 on $10k

Most income4.24%IBTO · $424 on $10k

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

Held in common[…]IVV and BND

IVV

BND

iShares Core S&P 500 ETF · $875BVanguard Total Bond Market ETF · $161B

+22.0%3 years · per year$18,159 · $11,576+5.0%

+11.9%5 years · per year$17,545 · $9,985−0.0%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $412 on $10k4.12%

−8.9%Worst dropSmaller wins−4.5%

13.8%VolatilityLower wins4.0%

2–3BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BND

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	AIVV	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
2	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	IBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk	0.07%	4.24%	−0.1%	−1.0%	−0.8%	+4.4%	new	−5.8%	$520M

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	AIVV	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
2	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	IBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk	0.07%	4.24%	−0.1%	−1.0%	−0.8%	+4.4%	new	−5.8%	$520M

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

IVV vs BND

IVV

iShares Core S&P 500

$17,545

BND

Vanguard Total Bond Market

$9,985

MeasureIVVBND

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.11%4.12%

5 years, per year+11.9%−0.0%

3 years, per year+22.0%+5.0%

Worst drop · 1Y−8.9%−4.5%

Volatility · 1Y13.8%4.0%

3–2measures won
BND 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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: IBTO, IVV, BND

Today

[…]holdings […]

IBTOIVVBND

IBTO—[…][…]

IVV[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$417most kept, IBTO

IBTO$424 − $7 = $417

BND$412 − $3 = $409

IVV$111 − $3 = $108

KeptFee

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