IVV vs CATF

AIVV

BCATF

Measures won1–3CATF wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.56%CATF · $356 on $10k

Smallest drop−6.3%CATF · worst fall in 1Y

Held in common[…]IVV and CATF

IVV

CATF

iShares Core S&P 500 ETF · $853BAmerican Century California Municipal Bond ETF · $167M

+21.8%3 years · per year$18,084 · […][…]

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

0.03%Expense ratio$3 · $25 on $10k · lower wins0.25%

1.14%12-mo yield$114 · $356 on $10k3.56%

−8.9%Worst dropSmaller wins−6.3%

13.6%VolatilityLower wins4.1%

1–3CATF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CATF

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

Held in common[…]

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCATF	American Century California Municipal Bond ETFRead Desk		0.25%	3.56%	−0.4%	+1.2%	+1.7%	new	new	−6.3%	$167M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCATF	American Century California Municipal Bond ETFRead Desk		0.25%	3.56%	−0.4%	+1.2%	+1.7%	new	new	−6.3%	$167M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CATF

IVV

iShares Core S&P 500

$17,177

CATF

American Century California Municipal Bond

[…]

MeasureIVVCATF

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.14%3.56%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.6%4.1%

3–1measures won
CATF first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, CATF

Today

[…]holdings […]

IVVCATF

IVV—[…]

CATF[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$331most kept, CATF

CATF$356 − $25 = $331

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee