IVV vs CDC

AIVV

BCDC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income3.24%CDC · $324 on $10k

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

Held in common11.8%IVV and CDC

IVV

CDC

iShares Core S&P 500 ETF · $853BVictoryShares US EQ Income Enhanced Volatility Wtd ETF · $738M

+21.8%3 years · per year$18,084 · $15,370+15.4%

+11.4%5 years · per year$17,177 · $13,709+6.5%

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

1.14%12-mo yield$114 · $324 on $10k3.24%

−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

1.1%XOM1.0%

0.8%ABBV1.1%

0.7%CVX1.1%

0.6%PG1.5%

Held in common11.8%

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 Three

5Y3 funds

#
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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.24%	−1.0%	+19.3%	+22.2%	+15.4%	+6.5%	−7.9%	$738M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.24%	−1.0%	+19.3%	+22.2%	+15.4%	+6.5%	−7.9%	$738M

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 CDC

IVV

iShares Core S&P 500

$17,177

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,709

MeasureIVVCDC

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.14%3.24%

5 years, per year+11.4%+6.5%

3 years, per year+21.8%+15.4%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%11.1%

3–3measures won
level

11.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: IVV, CDC, VTI

Today

85.5%most shared, IVV and VTI

IVVCDCVTI

IVV—11.8%85.5%

CDC11.8%—9.5%

VTI85.5%9.5%—

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

Income After Fees on $10,000

$287most kept, CDC

CDC$324 − $37 = $287

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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