IVV vs CPII

AIVV

BCPII

Measures won2–3CPII wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

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 · $850BAmerican Beacon Ionic Inflation Protection ETF · $11M

+21.8%3 years · per year$18,084 · $11,019+3.3%

+11.4%5 years · per year$17,177 · […][…]

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

1.14%12-mo yield$114 · $416 on $10k4.16%

−8.9%Worst dropSmaller wins−2.2%

13.6%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 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.2%	+3.7%	+3.3%	+3.3%	new	−2.2%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.2%	+3.7%	+3.3%	+3.3%	new	−2.2%	$11M

End-of-day Nov 6, 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

$17,177

CPII

American Beacon Ionic Inflation Protection

[…]

MeasureIVVCPII

Fee0.03%0.70%

Cost on $10k a year$3$70

Yield1.14%4.16%

5 years, per year+11.4%[…]

3 years, per year+21.8%+3.3%

Worst drop · 1Y−8.9%−2.2%

Volatility · 1Y13.6%3.6%

3–2measures won
CPII first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, CPII, VOO, VUG

Today

92.2%most shared, IVV and VOO

IVVCPIIVOOVUG

IVV—[…]92.2%54.8%

CPII[…]—[…][…]

VOO92.2%[…]—58.2%

VUG54.8%[…]58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee