IVV vs BFOR

AIVV

BBFOR

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common17.4%IVV and BFOR

IVV

BFOR

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

+24.2%3 years · per year$19,178 · $18,137+22.0%

+12.6%5 years · per year$18,118 · $16,188+10.1%

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

1.09%12-mo yield$109 · $52 on $10k0.52%

−8.9%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins13.9%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BFOR

1.7%LLY0.3%

0.4%AMGN0.3%

0.4%TXN0.3%

0.3%ADI0.3%

Held in common17.4%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SPY	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
3	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.52%	+1.0%	+14.9%	+19.0%	+22.0%	+10.1%	−9.0%	$244M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SPY	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
3	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.52%	+1.0%	+14.9%	+19.0%	+22.0%	+10.1%	−9.0%	$244M

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

IVV vs BFOR

IVV

iShares Core S&P 500

$18,118

BFOR

ALPS ETF Trust - Barron's 400

$16,188

MeasureIVVBFOR

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.09%0.52%

5 years, per year+12.6%+10.1%

3 years, per year+24.2%+22.0%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y12.9%13.9%

6–0measures won
IVV first

17.4%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: IVV, BFOR, SPY

Today

99.9%most shared, IVV and SPY

IVVBFORSPY

IVV—17.4%99.9%

BFOR17.4%—17.4%

SPY99.9%17.4%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

BFOR$52 − $65 = −$13

KeptFee

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