IVV vs CUT

AIVV

BCUT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.48%CUT · $248 on $10k

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

Held in common0.2%IVV and CUT

IVV

CUT

iShares Core S&P 500 ETF · $850BInvesco MSCI Global Timber ETF · $31M

+22.1%3 years · per year$18,221 · $10,758+2.5%

+11.4%5 years · per year$17,151 · $8,917−2.3%

0.03%Expense ratio$3 · $99 on $10k · lower wins0.99%

1.14%12-mo yield$114 · $248 on $10k2.48%

−8.9%Worst dropSmaller wins−19.6%

13.6%VolatilityLower wins18.6%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CUT

0.0%SW4.8%

0.0%PKG5.3%

0.0%AMCR5.3%

0.0%IP4.5%

Held in common0.2%

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	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$31M

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	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$31M

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 CUT

IVV

iShares Core S&P 500

$17,152

CUT

Invesco MSCI Global Timber

$8,917

MeasureIVVCUT

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.14%2.48%

5 years, per year+11.4%−2.3%

3 years, per year+22.1%+2.5%

Worst drop · 1Y−8.9%−19.6%

Volatility · 1Y13.6%18.6%

5–1measures won
IVV first

0.2%

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, CUT, VOO

Today

93.5%most shared, IVV and VOO

IVVCUTVOO

IVV—0.2%93.5%

CUT0.2%—0.2%

VOO93.5%0.2%—

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

Income After Fees on $10,000

$149most kept, CUT

CUT$248 − $99 = $149

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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