IVOL vs VOO

AIVOL

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IVOL $7,348

Lowest cost0.03%VOO · $3 on $10k

Most income3.85%IVOL · $385 on $10k

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

Held in common0.0%IVOL and VOO

IVOL

VOO

Quadratic Interest Rate Volatility and Inflation Hedge ETF · $214MVanguard S&P 500 ETF · $1.00T

−3.5%3 years · per year$8,981 · $19,172+24.2%

−6.0%5 years · per year$7,348 · $18,115+12.6%

1.02%Expense ratio$102 · $3 on $10k · lower wins0.03%

3.85%12-mo yield$385 · $105 on $10k1.05%

−15.1%Worst dropSmaller wins−8.9%

7.8%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOL · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIVOL	Quadratic Interest Rate Volatility and Inflation Hedge ETFRead Desk		1.02%	3.85%	−0.1%	−8.9%	−8.5%	−3.5%	−6.0%	−15.1%	$214M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIVOL	Quadratic Interest Rate Volatility and Inflation Hedge ETFRead Desk		1.02%	3.85%	−0.1%	−8.9%	−8.5%	−3.5%	−6.0%	−15.1%	$214M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVOL vs VOO

IVOL

Quadratic Interest Rate Volatility and Inflation Hedge

$7,348

VOO

Vanguard S&P 500

$18,115

MeasureIVOLVOO

Fee1.02%0.03%

Cost on $10k a year$102$3

Yield3.85%1.05%

5 years, per year−6.0%+12.6%

3 years, per year−3.5%+24.2%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y7.8%12.8%

4–2measures won
VOO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVOL, VOO

Today

0.0%most shared, IVOL and VOO

IVOLVOO

IVOL—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$283most kept, IVOL

IVOL$385 − $102 = $283

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee