IVV vs CAPE

AIVV

BCAPE

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%CAPE · $155 on $10k

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

Held in common18.5%IVV and CAPE

IVV

CAPE

iShares Core S&P 500 ETF · $875BDoubleLine Shiller CAPE U.S. Equities ETF · $207M

+22.0%3 years · per year$18,159 · $14,365+12.8%

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

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

1.11%12-mo yield$111 · $155 on $10k1.55%

−8.9%Worst dropSmaller wins−9.7%

13.8%VolatilityLower wins12.8%

3–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CAPE

4.0%AMZN6.3%

1.6%TSLA4.5%

0.9%WMT2.6%

0.7%COST2.3%

Held in common18.5%

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 Three

5Y3 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%	$875.2B
2	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
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.55%	+1.8%	+2.6%	+6.6%	+12.8%	new	−9.7%	$207M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	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
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.55%	+1.8%	+2.6%	+6.6%	+12.8%	new	−9.7%	$207M

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 CAPE

IVV

iShares Core S&P 500

$17,545

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

MeasureIVVCAPE

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.11%1.55%

5 years, per year+11.9%[…]

3 years, per year+22.0%+12.8%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.8%12.8%

3–2measures won
IVV first

18.5%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, CAPE, SPY

Today

99.9%most shared, IVV and SPY

IVVCAPESPY

IVV—18.5%99.9%

CAPE18.5%—18.5%

SPY99.9%18.5%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

CAPE$155 − $65 = $90

KeptFee

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