IVV vs BLUI

AIVV

BBLUI

Measures won1–3BLUI wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.23%BLUI · $523 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common0.0%IVV and BLUI

IVV

BLUI

iShares Core S&P 500 ETF · $850BBluemonte Diversified Income ETF · $123M

+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 · $523 on $10k5.23%

−8.9%Worst dropSmaller wins−3.7%

13.6%VolatilityLower wins4.1%

1–3BLUI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · BLUI

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

Held in common0.0%

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%	$850.0B
2	BBLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$123M

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%	$850.0B
2	BBLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$123M

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 BLUI

IVV

iShares Core S&P 500

$17,151

BLUI

Bluemonte Diversified Income

[…]

MeasureIVVBLUI

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%5.23%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−3.7%

Volatility · 1Y13.6%4.1%

3–1measures won
BLUI first

0.0%

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, BLUI

Today

0.0%most shared, IVV and BLUI

IVVBLUI

IVV—0.0%

BLUI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$443most kept, BLUI

BLUI$523 − $80 = $443

IVV$114 − $3 = $111

KeptFee

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