IVE vs VTI

AIVE

BVTI

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IVE $17,261

Lowest cost0.03%VTI · $3 on $10k

Most income1.50%IVE · $150 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 · $51.3BVanguard Morningstar Total Stock Market ETF · $689B

+17.8%3 years · per year$16,338 · $18,090+21.8%

+11.5%5 years · per year$17,261 · $16,697+10.8%

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

1.50%12-mo yield$150 · $106 on $10k1.06%

−6.2%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.9%

4–2IVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · VTI

8.3%AAPL6.6%

4.0%AMZN3.3%

1.3%TSLA1.4%

0.9%JPM1.2%

Held in common51.7%

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.50%	+2.0%	+14.6%	+18.0%	+17.8%	+11.5%	−6.2%	$51.3B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.50%	+2.0%	+14.6%	+18.0%	+17.8%	+11.5%	−6.2%	$51.3B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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

$17,261

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureIVEVTI

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.50%1.06%

5 years, per year+11.5%+10.8%

3 years, per year+17.8%+21.8%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.3%13.9%

4–2measures won
IVE first

51.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IVE, VTI, VOO

Today

89.0%most shared, VTI and VOO

IVEVTIVOO

IVE—51.7%57.2%

VTI51.7%—89.0%

VOO57.2%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, IVE

IVE$150 − $18 = $132

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee