IVE vs SPYM

AIVE

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.53%IVE · $153 on $10k

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

Held in common61.5%IVE and SPYM

IVE

SPYM

iShares S&P 500 Value ETF · $50.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+17.7%3 years · per year$16,312 · $18,082+21.8%

+11.2%5 years · per year$17,008 · $17,192+11.4%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

1.53%12-mo yield$153 · $105 on $10k1.05%

−6.2%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · SPYM

8.3%AAPL7.9%

4.0%AMZN4.0%

1.2%TSLA1.5%

1.1%V1.1%

Held in common61.5%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	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
3	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−0.4%	+12.4%	+14.9%	+17.7%	+11.2%	−6.2%	$50.4B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	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
3	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−0.4%	+12.4%	+14.9%	+17.7%	+11.2%	−6.2%	$50.4B

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

IVE vs SPYM

IVE

iShares S&P 500 Value

$17,008

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIVESPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield1.53%1.05%

5 years, per year+11.2%+11.4%

3 years, per year+17.7%+21.8%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.1%13.6%

3–3measures won
level

61.5%

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: IVE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

IVESPYMIVV

IVE—61.5%61.4%

SPYM61.5%—99.9%

IVV61.4%99.9%—

End-of-day Nov 6, 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

SPYM$105 − $2 = $103

KeptFee

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