IVV vs BFOR

AIVV

BBFOR

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common17.3%IVV and BFOR

IVV

BFOR

iShares Core S&P 500 ETF · $887BALPS ETF Trust - Barron's 400 ETF · $244M

+22.1%3 years · per year$18,221 · $17,212+19.8%

+11.4%5 years · per year$17,151 · $15,209+8.7%

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.14%12-mo yield$114 · $54 on $10k0.54%

−8.9%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins14.6%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BFOR

0.4%AMGN0.3%

1.7%LLY0.3%

0.4%TXN0.3%

0.8%MA0.3%

Held in common17.3%

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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	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
3	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M

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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	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
3	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M

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 BFOR

IVV

iShares Core S&P 500

$17,152

BFOR

ALPS ETF Trust - Barron's 400

$15,209

MeasureIVVBFOR

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.14%0.54%

5 years, per year+11.4%+8.7%

3 years, per year+22.1%+19.8%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.6%14.6%

6–0measures won
IVV first

17.3%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM 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

Overlap: IVV, BFOR, QQQ

Today

52.8%most shared, IVV and QQQ

IVVBFORQQQ

IVV—17.3%52.8%

BFOR17.3%—9.0%

QQQ52.8%9.0%—

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

QQQ$48 − $18 = $30

BFOR$54 − $65 = −$11

KeptFee

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