IVE vs SPY

AIVE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.53%IVE · $153 on $10k

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

Held in common60.8%IVE and SPY

IVE

SPY

iShares S&P 500 Value ETF · $51.7BState Street SPDR S&P 500 ETF · $819B

+18.2%3 years · per year$16,520 · $18,174+22.0%

+11.2%5 years · per year$17,035 · $17,099+11.3%

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

1.53%12-mo yield$153 · $103 on $10k1.03%

−6.2%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · SPY

8.2%AAPL7.7%

4.0%AMZN3.9%

1.3%TSLA1.6%

1.1%V1.1%

Held in common60.8%

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−2.8%	+12.8%	+15.6%	+18.2%	+11.2%	−6.2%	$51.7B

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−2.8%	+12.8%	+15.6%	+18.2%	+11.2%	−6.2%	$51.7B

End-of-day Nov 5, 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

$17,035

SPY

SPDR S&P 500

$17,099

MeasureIVESPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.53%1.03%

5 years, per year+11.2%+11.3%

3 years, per year+18.2%+22.0%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.1%13.6%

3–3measures won
level

60.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVE, SPY, IVV

Today

99.9%most shared, SPY and IVV

IVESPYIVV

IVE—60.8%60.7%

SPY60.8%—99.9%

IVV60.7%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee