IVV vs CDC

AIVV

BCDC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income3.05%CDC · $305 on $10k

Smallest drop−7.9%CDC · worst fall in 1Y

Held in common11.5%IVV and CDC

IVV

CDC

iShares Core S&P 500 ETF · $850BVictoryShares US EQ Income Enhanced Volatility Wtd ETF · $757M

+22.1%3 years · per year$18,221 · $15,563+15.9%

+11.4%5 years · per year$17,151 · $13,797+6.6%

0.03%Expense ratio$3 · $37 on $10k · lower wins0.37%

1.14%12-mo yield$114 · $305 on $10k3.05%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins11.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CDC

1.0%XOM1.0%

0.8%ABBV1.1%

0.6%CVX1.1%

0.6%PG1.4%

Held in common11.5%

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

All Three

5Y3 funds

#
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%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.05%	−1.5%	+20.5%	+23.9%	+15.9%	+6.6%	−7.9%	$757M

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.05%	−1.5%	+20.5%	+23.9%	+15.9%	+6.6%	−7.9%	$757M

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 CDC

IVV

iShares Core S&P 500

$17,152

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,797

MeasureIVVCDC

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.14%3.05%

5 years, per year+11.4%+6.6%

3 years, per year+22.1%+15.9%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%11.1%

3–3measures won
level

11.5%

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, CDC, SPY

Today

99.9%most shared, IVV and SPY

IVVCDCSPY

IVV—11.5%99.9%

CDC11.5%—11.5%

SPY99.9%11.5%—

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

Income After Fees on $10,000

$268most kept, CDC

CDC$305 − $37 = $268

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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