IBTO vs VOO

AIBTO

BVOO

Measures won3–2IBTO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income4.24%IBTO · $424 on $10k

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

Held in common[…]IBTO and VOO

IBTO

VOO

iShares iBonds Dec 2033 Term Treasury ETF · $520MVanguard S&P 500 ETF · $1.00T

+4.4%3 years · per year$11,370 · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

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

4.24%12-mo yield$424 · $107 on $10k1.07%

−5.8%Worst dropSmaller wins−8.9%

4.4%VolatilityLower wins13.7%

3–2IBTO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIBTO · VOO

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 Four

5Y4 funds

#
1	IVV	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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
4	AIBTO	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 Four

5Y4 funds

#
1	IVV	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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
4	AIBTO	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

IBTO vs VOO

IBTO

iShares iBonds Dec 2033 Term Treasury

[…]

VOO

Vanguard S&P 500

$17,543

MeasureIBTOVOO

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield4.24%1.07%

5 years, per year[…]+11.9%

3 years, per year+4.4%+22.0%

Worst drop · 1Y−5.8%−8.9%

Volatility · 1Y4.4%13.7%

3–2measures won
IBTO 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IBTO, VOO, MUB, IVV

Today

92.7%most shared, VOO and IVV

IBTOVOOMUBIVV

IBTO—[…][…][…]

VOO[…]—[…]92.7%

MUB[…][…]—[…]

IVV[…]92.7%[…]—

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

MUB$326 − $5 = $321

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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