IVV vs CAML

AIVV

BCAML

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IVV $17,177

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 common41.6%IVV and CAML

IVV

CAML

iShares Core S&P 500 ETF · $853BCongress Large Cap Growth ETF · $353M

+21.8%3 years · per year$18,084 · $15,476+15.7%

+11.4%5 years · per year$17,177 · […][…]

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

1.14%12-mo yield$114 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−13.0%

13.6%VolatilityLower wins18.6%

5–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CAML

7.9%AAPL7.1%

6.9%NVDA7.3%

6.3%MSFT6.9%

4.0%AMZN3.3%

Held in common41.6%

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	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
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BCAML	Congress Large Cap Growth ETFRead Desk	0.65%	0.00%	+3.4%	+1.4%	+0.7%	+15.7%	new	−13.0%	$353M

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	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
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BCAML	Congress Large Cap Growth ETFRead Desk	0.65%	0.00%	+3.4%	+1.4%	+0.7%	+15.7%	new	−13.0%	$353M

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 CAML

IVV

iShares Core S&P 500

$17,177

CAML

Congress Large Cap Growth

[…]

MeasureIVVCAML

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.14%0.00%

5 years, per year+11.4%[…]

3 years, per year+21.8%+15.7%

Worst drop · 1Y−8.9%−13.0%

Volatility · 1Y13.6%18.6%

5–0measures won
IVV first

41.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, CAML, VOO, VUG

Today

92.2%most shared, IVV and VOO

IVVCAMLVOOVUG

IVV—41.6%92.2%54.8%

CAML41.6%—42.6%49.6%

VOO92.2%42.6%—58.2%

VUG54.8%49.6%58.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$107 − $3 = $104

VUG$41 − $3 = $38

CAML$0 − $65 = −$65

KeptFee

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