IVV vs BAB

AIVV

BBAB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income4.40%BAB · $440 on $10k

Smallest drop−6.5%BAB · worst fall in 1Y

Held in common0.0%IVV and BAB

IVV

BAB

iShares Core S&P 500 ETF · $853BInvesco Taxable Municipal Bond ETF · $883M

+21.8%3 years · per year$18,084 · $11,870+5.9%

+11.4%5 years · per year$17,177 · $9,500−1.0%

0.03%Expense ratio$3 · $28 on $10k · lower wins0.28%

1.14%12-mo yield$114 · $440 on $10k4.40%

−8.9%Worst dropSmaller wins−6.5%

13.6%VolatilityLower wins5.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BAB

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

Held in common0.0%

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	BBAB	Invesco Taxable Municipal Bond ETFRead Desk	0.28%	4.40%	0.0%	−0.8%	0.0%	+5.9%	−1.0%	−6.5%	$883M

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	BBAB	Invesco Taxable Municipal Bond ETFRead Desk	0.28%	4.40%	0.0%	−0.8%	0.0%	+5.9%	−1.0%	−6.5%	$883M

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 BAB

IVV

iShares Core S&P 500

$17,177

BAB

Invesco Taxable Municipal Bond

$9,500

MeasureIVVBAB

Fee0.03%0.28%

Cost on $10k a year$3$28

Yield1.14%4.40%

5 years, per year+11.4%−1.0%

3 years, per year+21.8%+5.9%

Worst drop · 1Y−8.9%−6.5%

Volatility · 1Y13.6%5.6%

3–3measures won
level

0.0%

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, BAB, VOO

Today

92.2%most shared, IVV and VOO

IVVBABVOO

IVV—0.0%92.2%

BAB0.0%—0.0%

VOO92.2%0.0%—

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

Income After Fees on $10,000

$412most kept, BAB

BAB$440 − $28 = $412

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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