IVE vs VTI

AIVE

BVTI

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · IVE $17,008

Lowest cost0.03%VTI · $3 on $10k

Most income1.53%IVE · $153 on $10k

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

Held in common51.7%IVE and VTI

IVE

VTI

iShares S&P 500 Value ETF · $50.4BVanguard Morningstar Total Stock Market ETF · $689B

+17.7%3 years · per year$16,312 · $18,004+21.7%

+11.2%5 years · per year$17,008 · $16,375+10.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.53%12-mo yield$153 · $109 on $10k1.09%

−6.2%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins13.7%

4–2IVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · VTI

8.3%AAPL6.6%

4.0%AMZN3.3%

1.2%TSLA1.4%

1.0%JPM1.2%

Held in common51.7%

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	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
2	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
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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	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
2	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
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 VTI

IVE

iShares S&P 500 Value

$17,008

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureIVEVTI

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.53%1.09%

5 years, per year+11.2%+10.4%

3 years, per year+17.7%+21.7%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.1%13.7%

4–2measures won
IVE first

51.7%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: IVE, VTI, IVV

Today

85.5%most shared, VTI and IVV

IVEVTIIVV

IVE—51.7%61.4%

VTI51.7%—85.5%

IVV61.4%85.5%—

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

VTI$109 − $3 = $106

KeptFee

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