IG vs SPY

AIG

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income5.25%IG · $525 on $10k

Smallest drop−4.7%IG · worst fall in 1Y

Held in common0.0%IG and SPY

SPY

Principal Investment Grade Corporate Active ETF · $202MState Street SPDR S&P 500 ETF · $778B

+5.6%3 years · per year$11,786 · $18,118+21.9%

−0.5%5 years · per year$9,731 · $17,493+11.8%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

5.25%12-mo yield$525 · $101 on $10k1.01%

−4.7%Worst dropSmaller wins−8.9%

5.0%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIG · SPY

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

Held in common0.0%

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	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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AIG	Principal Investment Grade Corporate Active ETFRead Desk	0.19%	5.25%	−0.3%	−1.2%	−0.7%	+5.6%	−0.5%	−4.7%	$202M

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	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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AIG	Principal Investment Grade Corporate Active ETFRead Desk	0.19%	5.25%	−0.3%	−1.2%	−0.7%	+5.6%	−0.5%	−4.7%	$202M

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

IG vs SPY

Principal Investment Grade Corporate Active

$9,731

SPY

SPDR S&P 500

$17,493

MeasureIGSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield5.25%1.01%

5 years, per year−0.5%+11.8%

3 years, per year+5.6%+21.9%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y5.0%13.7%

3–3measures won
level

0.0%

holdings shared

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

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

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

Overlap: IG, SPY, IVV

Today

99.9%most shared, SPY and IVV

IGSPYIVV

IG—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$506most kept, IG

IG$525 − $19 = $506

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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