IVV vs CFO

AIVV

BCFO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.20%CFO · $120 on $10k

Smallest drop−7.1%CFO · worst fall in 1Y

Held in common37.9%IVV and CFO

IVV

CFO

iShares Core S&P 500 ETF · $853BVictoryShares US 500 Enhanced Volatility Wtd ETF · $410M

+22.0%3 years · per year$18,159 · $15,104+14.7%

+11.9%5 years · per year$17,545 · $12,147+4.0%

0.03%Expense ratio$3 · $38 on $10k · lower wins0.38%

1.11%12-mo yield$111 · $120 on $10k1.20%

−8.9%Worst dropSmaller wins−7.1%

13.8%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CFO

1.7%BRK-B0.5%

0.6%PG0.4%

0.6%KO0.4%

0.7%COST0.4%

Held in common37.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BCFO	VictoryShares US 500 Enhanced Volatility Wtd ETFRead Desk	0.38%	1.20%	+2.2%	+13.5%	+16.4%	+14.7%	+4.0%	−7.1%	$410M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BCFO	VictoryShares US 500 Enhanced Volatility Wtd ETFRead Desk	0.38%	1.20%	+2.2%	+13.5%	+16.4%	+14.7%	+4.0%	−7.1%	$410M

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 CFO

IVV

iShares Core S&P 500

$17,545

CFO

VictoryShares US 500 Enhanced Volatility Wtd

$12,147

MeasureIVVCFO

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.11%1.20%

5 years, per year+11.9%+4.0%

3 years, per year+22.0%+14.7%

Worst drop · 1Y−8.9%−7.1%

Volatility · 1Y13.8%11.2%

3–3measures won
level

37.9%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, CFO, VOO

Today

92.7%most shared, IVV and VOO

IVVCFOVOO

IVV—37.9%92.7%

CFO37.9%—35.7%

VOO92.7%35.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

CFO$120 − $38 = $82

KeptFee

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