IVV vs CBLS

AIVV

BCBLS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · CBLS $10,753

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 common11.1%IVV and CBLS

IVV

CBLS

iShares Core S&P 500 ETF · $887BClough Hedged Equity ETF · $48M

+22.1%3 years · per year$18,221 · $14,970+14.4%

+11.4%5 years · per year$17,151 · $10,753+1.5%

0.03%Expense ratio$3 · $189 on $10k · lower wins1.89%

1.14%12-mo yield$114 · $90 on $10k0.90%

−8.9%Worst dropSmaller wins−19.6%

13.6%VolatilityLower wins19.5%

6–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CBLS

6.2%MSFT2.3%

2.3%AVGO2.1%

3.9%AMZN2.1%

1.7%LLY2.1%

Held in common11.1%

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%	$886.8B
2	BCBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M

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%	$886.8B
2	BCBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M

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 CBLS

IVV

iShares Core S&P 500

$17,152

CBLS

Clough Hedged Equity

$10,753

MeasureIVVCBLS

Fee0.03%1.89%

Cost on $10k a year$3$189

Yield1.14%0.90%

5 years, per year+11.4%+1.5%

3 years, per year+22.1%+14.4%

Worst drop · 1Y−8.9%−19.6%

Volatility · 1Y13.6%19.5%

6–0measures won
IVV first

11.1%

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, CBLS

Today

11.1%most shared, IVV and CBLS

IVVCBLS

IVV—11.1%

CBLS11.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CBLS$90 − $189 = −$99

KeptFee

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