IVV vs CCSB

AIVV

BCCSB

Measures won1–3CCSB wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income4.44%CCSB · $444 on $10k

Smallest drop−3.2%CCSB · worst fall in 1Y

Held in common[…]IVV and CCSB

IVV

CCSB

iShares Core S&P 500 ETF · $853BCarbon Collective Short Duration Green Bond ETF · $28M

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

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

0.03%Expense ratio$3 · $51 on $10k · lower wins0.51%

1.14%12-mo yield$114 · $444 on $10k4.44%

−8.9%Worst dropSmaller wins−3.2%

13.6%VolatilityLower wins5.7%

1–3CCSB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CCSB

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

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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
4	BCCSB	Carbon Collective Short Duration Green Bond ETFRead Desk	0.51%	4.44%	−0.1%	+0.9%	+1.8%	new	new	−3.2%	$28M

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

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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
4	BCCSB	Carbon Collective Short Duration Green Bond ETFRead Desk	0.51%	4.44%	−0.1%	+0.9%	+1.8%	new	new	−3.2%	$28M

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 CCSB

IVV

iShares Core S&P 500

$17,177

CCSB

Carbon Collective Short Duration Green Bond

[…]

MeasureIVVCCSB

Fee0.03%0.51%

Cost on $10k a year$3$51

Yield1.14%4.44%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−3.2%

Volatility · 1Y13.6%5.7%

3–1measures won
CCSB 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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, CCSB, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

IVVCCSBVOOSPYM

IVV—[…]92.2%99.9%

CCSB[…]—[…][…]

VOO92.2%[…]—92.2%

SPYM99.9%[…]92.2%—

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

Income After Fees on $10,000

$393most kept, CCSB

CCSB$444 − $51 = $393

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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