IVES vs VOO

AIVES

BVOO

Measures won0–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common36.0%IVES and VOO

IVES

VOO

Dan Ives Wedbush AI Revolution ETF · $821MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.38%12-mo yield$38 · $110 on $10k1.10%

−21.5%Worst dropSmaller wins−8.9%

30.9%VolatilityLower wins13.5%

0–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · VOO

5.9%AAPL7.4%

5.9%MSFT5.8%

4.6%NVDA8.4%

5.8%AMZN3.7%

Held in common36.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$821M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$821M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

IVES vs VOO

IVES

Dan Ives Wedbush AI Revolution

[…]

VOO

Vanguard S&P 500

$17,177

MeasureIVESVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.38%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−21.5%−8.9%

Volatility · 1Y30.9%13.5%

4–0measures won
VOO first

36.0%

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$850B

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: IVES, VOO, DRAM

Today

36.0%most shared, IVES and VOO

IVESVOODRAM

IVES—36.0%3.1%

VOO36.0%—2.8%

DRAM3.1%2.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IVES$38 − $75 = −$37

DRAM$0 − $65 = −$65

KeptFee

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