IVV vs CLSM

AIVV

BCLSM

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.5%CLSM · worst fall in 1Y

Held in common0.0%IVV and CLSM

IVV

CLSM

iShares Core S&P 500 ETF · $875BETC Cabana Target Leading Sector Moderate ETF · $91M

+22.0%3 years · per year$18,159 · $13,753+11.2%

+11.9%5 years · per year$17,545 · $10,269+0.5%

0.03%Expense ratio$3 · $13 on $10k · lower wins0.13%

1.11%12-mo yield$111 · $78 on $10k0.78%

−8.9%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins15.8%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CLSM

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

Held in common0.0%

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 Four

5Y4 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%	$875.2B
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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	BCLSM	ETC Cabana Target Leading Sector Moderate ETFRead Desk	0.13%	0.78%	+2.2%	+15.1%	+17.0%	+11.2%	+0.5%	−8.5%	$91M

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

All Four

5Y4 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%	$875.2B
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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	BCLSM	ETC Cabana Target Leading Sector Moderate ETFRead Desk	0.13%	0.78%	+2.2%	+15.1%	+17.0%	+11.2%	+0.5%	−8.5%	$91M

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 CLSM

IVV

iShares Core S&P 500

$17,545

CLSM

ETC Cabana Target Leading Sector Moderate

$10,269

MeasureIVVCLSM

Fee0.03%0.13%

Cost on $10k a year$3$13

Yield1.11%0.78%

5 years, per year+11.9%+0.5%

3 years, per year+22.0%+11.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.8%15.8%

5–1measures won
IVV first

0.0%

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, CLSM, VOO, VTI

Today

92.7%most shared, IVV and VOO

IVVCLSMVOOVTI

IVV—0.0%92.7%86.0%

CLSM0.0%—0.0%0.0%

VOO92.7%0.0%—89.0%

VTI86.0%0.0%89.0%—

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

VTI$106 − $3 = $103

CLSM$78 − $13 = $65

KeptFee

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