IVV vs CGUI · Compare Desk

AIVV

BBNDX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income4.65%BNDX · $465 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]IVV and BNDX

IVV vs BNDX

IVV

BNDX

iShares Core S&P 500 ETF · $887BVanguard Total International Bond ETF · $82.9B

+24.2%3 years · per year$19,178 · $11,443+4.6%

+12.6%5 years · per year$18,118 · $10,150+0.3%

0.03%Expense ratio$3 · $7 on $10k · lower wins0.07%

1.09%12-mo yield$109 · $465 on $10k4.65%

−8.9%Worst dropSmaller wins−3.2%

12.9%VolatilityLower wins3.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · BNDX

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BBNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BBNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs BNDX

IVV

iShares Core S&P 500

$18,118

BNDX

Vanguard Total International Bond

$10,150

MeasureIVVBNDX

Fee0.03%0.07%

Cost on $10k a year$3$7

Yield1.09%4.65%

5 years, per year+12.6%+0.3%

3 years, per year+24.2%+4.6%

Worst drop · 1Y−8.9%−3.2%

Volatility · 1Y12.9%3.8%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, BNDX, VOO

Today

94.5%most shared, IVV and VOO

IVVBNDXVOO

IVV—[…]94.5%

BNDX[…]—[…]

VOO94.5%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$458most kept, BNDX

BNDX$465 − $7 = $458

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee