IVV vs CAM

AIVV

BCAM

Measures won1–3CAM wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.25%CAM · $325 on $10k

Smallest drop−4.2%CAM · worst fall in 1Y

Held in common[…]IVV and CAM

IVV

CAM

iShares Core S&P 500 ETF · $853BAlliance Bernstein - AB California Intermediate Municipal ETF · $1.2B

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $27 on $10k · lower wins0.27%

1.11%12-mo yield$111 · $325 on $10k3.25%

−8.9%Worst dropSmaller wins−4.2%

13.8%VolatilityLower wins2.7%

1–3CAM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CAM

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	BCAM	Alliance Bernstein - AB California Intermediate Municipal ETFRead Desk	0.27%	3.25%	0.0%	+1.3%	+1.7%	new	new	−4.2%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	BCAM	Alliance Bernstein - AB California Intermediate Municipal ETFRead Desk	0.27%	3.25%	0.0%	+1.3%	+1.7%	new	new	−4.2%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CAM

IVV

iShares Core S&P 500

$17,545

CAM

Alliance Bernstein - AB California Intermediate Municipal

[…]

MeasureIVVCAM

Fee0.03%0.27%

Cost on $10k a year$3$27

Yield1.11%3.25%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−4.2%

Volatility · 1Y13.8%2.7%

3–1measures won
CAM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, CAM, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVCAMVOOSPY

IVV—[…]92.7%99.9%

CAM[…]—[…][…]

VOO92.7%[…]—92.7%

SPY99.9%[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, CAM

CAM$325 − $27 = $298

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee