IVV vs EMHC

AIVV

BEMHC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · EMHC $10,626

Lowest cost0.03%IVV · $3 on $10k

Most income6.34%EMHC · $634 on $10k

Smallest drop−5.4%EMHC · worst fall in 1Y

Held in common[…]IVV and EMHC

IVV

EMHC

iShares Core S&P 500 ETF · $850BState Street SPDR Bloomberg Emerging Markets USD Bond ETF · $321M

+21.8%3 years · per year$18,084 · $12,907+8.9%

+11.4%5 years · per year$17,177 · $10,626+1.2%

0.03%Expense ratio$3 · $23 on $10k · lower wins0.23%

1.14%12-mo yield$114 · $634 on $10k6.34%

−8.9%Worst dropSmaller wins−5.4%

13.6%VolatilityLower wins5.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · EMHC

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

Both

5Y2 funds

#			Trend
1	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
2	BEMHC	State Street SPDR Bloomberg Emerging Markets USD Bond ETFRead Desk		0.23%	6.34%	0.0%	−0.7%	+0.8%	+8.9%	+1.2%	−5.4%	$321M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BEMHC	State Street SPDR Bloomberg Emerging Markets USD Bond ETFRead Desk		0.23%	6.34%	0.0%	−0.7%	+0.8%	+8.9%	+1.2%	−5.4%	$321M

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 EMHC

IVV

iShares Core S&P 500

$17,177

EMHC

SPDR Bloomberg Emerging Markets USD Bond

$10,626

MeasureIVVEMHC

Fee0.03%0.23%

Cost on $10k a year$3$23

Yield1.14%6.34%

5 years, per year+11.4%+1.2%

3 years, per year+21.8%+8.9%

Worst drop · 1Y−8.9%−5.4%

Volatility · 1Y13.6%5.6%

3–3measures won
level

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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, EMHC

Today

[…]holdings […]

IVVEMHC

IVV—[…]

EMHC[…]—

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

Income After Fees on $10,000

$611most kept, EMHC

EMHC$634 − $23 = $611

IVV$114 − $3 = $111

KeptFee

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