IVV vs ADME

AIVV

BADME

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−7.5%ADME · worst fall in 1Y

Held in common74.3%IVV and ADME

IVV

ADME

iShares Core S&P 500 ETF · $853BAptus Drawdown Managed Equity ETF · $299M

+21.8%3 years · per year$18,084 · $15,882+16.7%

+11.4%5 years · per year$17,177 · $13,385+6.0%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.14%12-mo yield$114 · $37 on $10k0.37%

−8.9%Worst dropSmaller wins−7.5%

13.6%VolatilityLower wins11.6%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ADME

7.9%AAPL7.8%

6.9%NVDA6.8%

6.3%MSFT6.2%

4.0%AMZN4.0%

Held in common74.3%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BADME	Aptus Drawdown Managed Equity ETFRead Desk	0.79%	0.37%	−0.1%	+6.5%	+6.3%	+16.7%	+6.0%	−7.5%	$299M

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BADME	Aptus Drawdown Managed Equity ETFRead Desk	0.79%	0.37%	−0.1%	+6.5%	+6.3%	+16.7%	+6.0%	−7.5%	$299M

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

IVV vs ADME

IVV

iShares Core S&P 500

$17,177

ADME

Aptus Drawdown Managed Equity

$13,385

MeasureIVVADME

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.14%0.37%

5 years, per year+11.4%+6.0%

3 years, per year+21.8%+16.7%

Worst drop · 1Y−8.9%−7.5%

Volatility · 1Y13.6%11.6%

4–2measures won
IVV first

74.3%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, ADME, VOO

Today

92.2%most shared, IVV and VOO

IVVADMEVOO

IVV—74.3%92.2%

ADME74.3%—71.0%

VOO92.2%71.0%—

End-of-day Nov 6, 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

ADME$37 − $79 = −$42

KeptFee

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