IVV vs CDX

AIVV

BCDX

Measures won2–3CDX wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income8.33%CDX · $833 on $10k

Smallest drop−5.9%CDX · worst fall in 1Y

Held in common12.3%IVV and CDX

IVV

CDX

iShares Core S&P 500 ETF · $850BSimplify High Yield ETF · $302M

+21.8%3 years · per year$18,084 · $11,808+5.7%

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

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.14%12-mo yield$114 · $833 on $10k8.33%

−8.9%Worst dropSmaller wins−5.9%

13.6%VolatilityLower wins6.3%

2–3CDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CDX

0.8%MA0.3%

1.1%V0.3%

0.4%AMGN0.3%

0.6%HD0.3%

Held in common12.3%

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%	$850.0B
2	BCDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$302M

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%	$850.0B
2	BCDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$302M

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 CDX

IVV

iShares Core S&P 500

$17,177

CDX

Simplify High Yield

[…]

MeasureIVVCDX

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.14%8.33%

5 years, per year+11.4%[…]

3 years, per year+21.8%+5.7%

Worst drop · 1Y−8.9%−5.9%

Volatility · 1Y13.6%6.3%

3–2measures won
CDX first

12.3%

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%

$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$850B

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, CDX

Today

12.3%most shared, IVV and CDX

IVVCDX

IVV—12.3%

CDX12.3%—

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

Income After Fees on $10,000

$783most kept, CDX

CDX$833 − $50 = $783

IVV$114 − $3 = $111

KeptFee

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