INCE vs IVV

AINCE

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · INCE $16,227

Lowest cost0.03%IVV · $3 on $10k

Most income5.08%INCE · $508 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common15.0%INCE and IVV

INCE

IVV

Franklin Income Equity Focus ETF · $360MiShares Core S&P 500 ETF · $853B

+18.1%3 years · per year$16,465 · $18,084+21.8%

+10.2%5 years · per year$16,227 · $17,177+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

5.08%12-mo yield$508 · $114 on $10k1.14%

−5.0%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · IVV

1.8%JPM1.4%

1.6%JNJ1.0%

1.0%XOM1.1%

3.5%CVX0.7%

Held in common15.0%

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$360M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.08%	−1.0%	+15.3%	+20.9%	+18.1%	+10.2%	−5.0%	$360M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INCE vs IVV

INCE

Franklin Income Equity Focus

$16,227

IVV

iShares Core S&P 500

$17,177

MeasureINCEIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield5.08%1.14%

5 years, per year+10.2%+11.4%

3 years, per year+18.1%+21.8%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y8.3%13.6%

3–3measures won
level

15.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: INCE, IVV

Today

15.0%most shared, INCE and IVV

INCEIVV

INCE—15.0%

IVV15.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$479most kept, INCE

INCE$508 − $29 = $479

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee