IVES vs VOO

AIVES

BVOO

Measures won0–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common35.5%IVES and VOO

IVES

VOO

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

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

0.39%12-mo yield$39 · $110 on $10k1.10%

−21.5%Worst dropSmaller wins−8.9%

30.8%VolatilityLower wins13.5%

0–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · VOO

5.6%MSFT5.8%

5.5%AAPL7.4%

4.7%NVDA8.4%

5.5%AMZN3.7%

Held in common35.5%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M

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

IVES vs VOO

IVES

Dan Ives Wedbush AI Revolution

[…]

VOO

Vanguard S&P 500

$17,156

MeasureIVESVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.39%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−21.5%−8.9%

Volatility · 1Y30.8%13.5%

4–0measures won
VOO first

35.5%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVES, VOO, IVV

Today

93.5%most shared, VOO and IVV

IVESVOOIVV

IVES—35.5%33.7%

VOO35.5%—93.5%

IVV33.7%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

IVES$39 − $75 = −$36

KeptFee

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