IVV vs CPII

AIVV

BCPII

Measures won2–3CPII wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income4.16%CPII · $416 on $10k

Smallest drop−2.2%CPII · worst fall in 1Y

Held in common[…]IVV and CPII

IVV

CPII

iShares Core S&P 500 ETF · $853BAmerican Beacon Ionic Inflation Protection ETF · $11M

+22.0%3 years · per year$18,159 · $11,002+3.2%

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

0.03%Expense ratio$3 · $70 on $10k · lower wins0.70%

1.11%12-mo yield$111 · $416 on $10k4.16%

−8.9%Worst dropSmaller wins−2.2%

13.8%VolatilityLower wins3.6%

2–3CPII wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CPII

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

Held in common[…]

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%	$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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.3%	+3.5%	+3.1%	+3.2%	new	−2.2%	$11M

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%	$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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.3%	+3.5%	+3.1%	+3.2%	new	−2.2%	$11M

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 CPII

IVV

iShares Core S&P 500

$17,545

CPII

American Beacon Ionic Inflation Protection

[…]

MeasureIVVCPII

Fee0.03%0.70%

Cost on $10k a year$3$70

Yield1.11%4.16%

5 years, per year+11.9%[…]

3 years, per year+22.0%+3.2%

Worst drop · 1Y−8.9%−2.2%

Volatility · 1Y13.8%3.6%

3–2measures won
CPII first

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: IVV, CPII, SPY, VUG

Today

99.9%most shared, IVV and SPY

IVVCPIISPYVUG

IVV—[…]99.9%55.1%

CPII[…]—[…][…]

SPY99.9%[…]—55.1%

VUG55.1%[…]55.1%—

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

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

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