IVV vs ERY

AIVV

BERY

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income3.31%ERY · $331 on $10k

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

Held in common[…]IVV and ERY

IVV

ERY

iShares Core S&P 500 ETF · $887BDirexion Daily Energy Bear 2X ETF · $49M

+22.1%3 years · per year$18,221 · $3,750−27.9%

+11.4%5 years · per year$17,151 · $982−37.1%

0.03%Expense ratio$3 · $104 on $10k · lower wins1.04%

1.14%12-mo yield$114 · $331 on $10k3.31%

−8.9%Worst dropSmaller wins−65.0%

13.6%VolatilityLower wins46.4%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ERY

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

Held in common[…]

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	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BERY	Direxion Daily Energy Bear 2X ETFRead Desk	1.04%	3.31%	+5.7%	−52.4%	−55.5%	−27.9%	−37.1%	−65.0%	$49M

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	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BERY	Direxion Daily Energy Bear 2X ETFRead Desk	1.04%	3.31%	+5.7%	−52.4%	−55.5%	−27.9%	−37.1%	−65.0%	$49M

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 ERY

IVV

iShares Core S&P 500

$17,152

ERY

Direxion Daily Energy Bear 2X

$982

MeasureIVVERY

Fee0.03%1.04%

Cost on $10k a year$3$104

Yield1.14%3.31%

5 years, per year+11.4%−37.1%

3 years, per year+22.1%−27.9%

Worst drop · 1Y−8.9%−65.0%

Volatility · 1Y13.6%46.4%

5–1measures won
IVV first

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, ERY, SPY

Today

99.9%most shared, IVV and SPY

IVVERYSPY

IVV—[…]99.9%

ERY[…]—[…]

SPY99.9%[…]—

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

Income After Fees on $10,000

$227most kept, ERY

ERY$331 − $104 = $227

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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