IVV vs CSM

AIVV

BCSM

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common56.1%IVV and CSM

IVV

CSM

iShares Core S&P 500 ETF · $850BProShares - Large Cap Core Plus · $499M

+22.1%3 years · per year$18,221 · $18,272+22.3%

+11.4%5 years · per year$17,151 · $16,826+11.0%

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.14%12-mo yield$114 · $108 on $10k1.08%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins13.2%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CSM

7.7%AAPL5.0%

7.3%NVDA4.8%

6.2%MSFT4.0%

3.9%AMZN2.8%

Held in common56.1%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−4.0%	+6.8%	+9.8%	+22.3%	+11.0%	−9.4%	$499M

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 CSM

IVV

iShares Core S&P 500

$17,152

CSM

ProShares - Large Cap Core Plus

$16,826

MeasureIVVCSM

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.14%1.08%

5 years, per year+11.4%+11.0%

3 years, per year+22.1%+22.3%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%13.2%

3–2measures won
IVV first

56.1%

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$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, CSM, VOO

Today

93.5%most shared, IVV and VOO

IVVCSMVOO

IVV—56.1%93.5%

CSM56.1%—55.2%

VOO93.5%55.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CSM$108 − $45 = $63

KeptFee

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