IVV vs ASMF

AIVV

BASMF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−6.3%ASMF · worst fall in 1Y

Held in common[…]IVV and ASMF

IVV

ASMF

iShares Core S&P 500 ETF · $887BVirtus AlphaSimplex Managed Futures ETF · $31M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

1.14%12-mo yield$114 · $20 on $10k0.20%

−8.9%Worst dropSmaller wins−6.3%

13.6%VolatilityLower wins11.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · ASMF

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk		0.80%	0.20%	−1.1%	+8.1%	+12.0%	new	new	−6.3%	$31M

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk		0.80%	0.20%	−1.1%	+8.1%	+12.0%	new	new	−6.3%	$31M

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

IVV vs ASMF

IVV

iShares Core S&P 500

$17,151

ASMF

Virtus AlphaSimplex Managed Futures

[…]

MeasureIVVASMF

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%0.20%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.6%11.9%

2–2measures won
level

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, ASMF

Today

[…]holdings […]

IVVASMF

IVV—[…]

ASMF[…]—

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

ASMF$20 − $80 = −$60

KeptFee

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