IVV vs CSB

AIVV

BCSB

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · CSB $13,373

Lowest cost0.03%IVV · $3 on $10k

Most income3.12%CSB · $312 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and CSB

IVV

CSB

iShares Core S&P 500 ETF · $887BVictoryShares US Small Cap High Div Volatility Wtd ETF · $246M

+22.1%3 years · per year$18,221 · $15,539+15.8%

+11.4%5 years · per year$17,151 · $13,373+6.0%

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

1.14%12-mo yield$114 · $312 on $10k3.12%

−8.9%Worst dropSmaller wins−9.5%

13.6%VolatilityLower wins13.0%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CSB

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

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M

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

Cards for this view

IVV vs CSB

IVV

iShares Core S&P 500

$17,152

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,373

MeasureIVVCSB

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.14%3.12%

5 years, per year+11.4%+6.0%

3 years, per year+22.1%+15.8%

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y13.6%13.0%

4–2measures won
IVV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, CSB

Today

0.0%most shared, IVV and CSB

IVVCSB

IVV—0.0%

CSB0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee