IVV vs CEPI

AIVV

BCEPI

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income50.01%CEPI · $5,001 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common11.1%IVV and CEPI

IVV

CEPI

iShares Core S&P 500 ETF · $853BREX Crypto Equity Premium Income ETF · $105M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $85 on $10k · lower wins0.85%

1.11%12-mo yield$111 · $5,001 on $10k50.01%

−8.9%Worst dropSmaller wins−18.9%

13.8%VolatilityLower wins31.1%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CEPI

7.1%NVDA4.9%

1.6%TSLA5.9%

1.2%MU3.9%

1.2%AMD4.3%

Held in common11.1%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BCEPI	REX Crypto Equity Premium Income ETFRead Desk	0.85%	50.01%	+2.8%	+10.1%	+0.9%	new	new	−18.9%	$105M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BCEPI	REX Crypto Equity Premium Income ETFRead Desk	0.85%	50.01%	+2.8%	+10.1%	+0.9%	new	new	−18.9%	$105M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CEPI

IVV

iShares Core S&P 500

$17,545

CEPI

REX Crypto Equity Premium Income

[…]

MeasureIVVCEPI

Fee0.03%0.85%

Cost on $10k a year$3$85

Yield1.11%50.01%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−18.9%

Volatility · 1Y13.8%31.1%

3–1measures won
IVV first

11.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, CEPI, SPY

Today

99.9%most shared, IVV and SPY

IVVCEPISPY

IVV—11.1%99.9%

CEPI11.1%—11.1%

SPY99.9%11.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,916most kept, CEPI

CEPI$5,001 − $85 = $4,916

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee