IVE vs SPY

AIVE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IVE $17,659

Lowest cost0.09%SPY · $9 on $10k

Most income1.48%IVE · $148 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common60.3%IVE and SPY

IVE

SPY

iShares S&P 500 Value ETF · $50.6BState Street SPDR S&P 500 ETF · $798B

+19.7%3 years · per year$17,148 · $19,132+24.1%

+12.0%5 years · per year$17,659 · $18,060+12.6%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

1.48%12-mo yield$148 · $99 on $10k0.99%

−6.2%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVE · SPY

8.0%AAPL7.4%

3.8%AMZN3.8%

1.4%TSLA1.7%

2.4%XOM1.1%

Held in common60.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B

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

IVE vs SPY

IVE

iShares S&P 500 Value

$17,659

SPY

SPDR S&P 500

$18,060

MeasureIVESPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.48%0.99%

5 years, per year+12.0%+12.6%

3 years, per year+19.7%+24.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.7%12.9%

3–3measures won
level

60.3%

holdings shared

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%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IVE, SPY

Today

60.3%most shared, IVE and SPY

IVESPY

IVE—60.3%

SPY60.3%—

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

Income After Fees on $10,000

$130most kept, IVE

IVE$148 − $18 = $130

SPY$99 − $9 = $90

KeptFee

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