IVE vs VIG

AIVE

BVIG

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · IVE $17,035

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 common50.3%IVE and VIG

IVE

VIG

iShares S&P 500 Value ETF · $51.7BVanguard Dividend Appreciation ETF · $109B

+18.2%3 years · per year$16,520 · $16,814+18.9%

+11.2%5 years · per year$17,035 · $16,331+10.3%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.53%12-mo yield$153 · $149 on $10k1.49%

−6.2%Worst dropSmaller wins−7.9%

10.1%VolatilityLower wins10.8%

4–2IVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · VIG

8.2%AAPL4.9%

2.2%XOM3.0%

1.9%WMT2.1%

1.5%COST1.8%

Held in common50.3%

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	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 VIG

IVE

iShares S&P 500 Value

$17,035

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIVEVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.53%1.49%

5 years, per year+11.2%+10.3%

3 years, per year+18.2%+18.9%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y10.1%10.8%

3–2measures won
IVE first

50.3%

holdings shared

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

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

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

Overlap: IVE, VIG, IVV

Today

60.7%most shared, IVE and IVV

IVEVIGIVV

IVE—50.3%60.7%

VIG50.3%—42.6%

IVV60.7%42.6%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IVE$153 − $18 = $135

IVV$114 − $3 = $111

KeptFee

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