IVOO vs SPY

AIVOO

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IVOO $14,589

Lowest cost0.07%IVOO · $7 on $10k

Most income1.19%IVOO · $119 on $10k

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

Held in common0.1%IVOO and SPY

IVOO

SPY

Vanguard S&P Mid-Cap 400 ETF · $3.7BState Street SPDR S&P 500 ETF · $805B

+18.3%3 years · per year$16,576 · $19,132+24.1%

+7.8%5 years · per year$14,589 · $18,060+12.6%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

1.19%12-mo yield$119 · $99 on $10k0.99%

−8.8%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVOO · SPY

1.3%TWLO0.1%

1.0%OKTA0.0%

Held in common0.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.19%	+0.7%	+13.9%	+16.4%	+18.3%	+7.8%	−8.8%	$3.7B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.19%	+0.7%	+13.9%	+16.4%	+18.3%	+7.8%	−8.8%	$3.7B

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

IVOO vs SPY

IVOO

Vanguard S&P Mid-Cap 400

$14,589

SPY

SPDR S&P 500

$18,060

MeasureIVOOSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield1.19%0.99%

5 years, per year+7.8%+12.6%

3 years, per year+18.3%+24.1%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y15.0%12.9%

3–3measures won
level

0.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVOO, SPY

Today

0.1%most shared, IVOO and SPY

IVOOSPY

IVOO—0.1%

SPY0.1%—

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

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

SPY$99 − $9 = $90

KeptFee

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