IVOO vs IVV

AIVOO

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.23%IVOO · $123 on $10k

Smallest drop−8.8%IVOO · worst fall in 1Y

Held in common0.1%IVOO and IVV

IVOO

IVV

Vanguard S&P Mid-Cap 400 ETF · $3.7BiShares Core S&P 500 ETF · $850B

+16.5%3 years · per year$15,797 · $18,084+21.8%

+6.8%5 years · per year$13,877 · $17,177+11.4%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

1.23%12-mo yield$123 · $114 on $10k1.14%

−8.8%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVOO · IVV

1.3%TWLO0.0%

1.0%OKTA0.0%

Held in common0.1%

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	VOO	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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.23%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.8%	$3.7B

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	VOO	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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.23%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.8%	$3.7B

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

IVOO vs IVV

IVOO

Vanguard S&P Mid-Cap 400

$13,878

IVV

iShares Core S&P 500

$17,177

MeasureIVOOIVV

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield1.23%1.14%

5 years, per year+6.8%+11.4%

3 years, per year+16.5%+21.8%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y15.5%13.6%

4–2measures won
IVV first

0.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVOO, IVV, VOO

Today

92.2%most shared, IVV and VOO

IVOOIVVVOO

IVOO—0.1%0.0%

IVV0.1%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$116most kept, IVOO

IVOO$123 − $7 = $116

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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