IVV vs EUSB

AIVV

BEUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income4.07%EUSB · $407 on $10k

Smallest drop−4.3%EUSB · worst fall in 1Y

Held in common[…]IVV and EUSB

IVV

EUSB

iShares Core S&P 500 ETF · $850BiShares ESG Advanced Universal USD Bond ETF · $712M

+22.1%3 years · per year$18,221 · $11,837+5.8%

+11.4%5 years · per year$17,151 · $10,100+0.2%

0.03%Expense ratio$3 · $12 on $10k · lower wins0.12%

1.14%12-mo yield$114 · $407 on $10k4.07%

−8.9%Worst dropSmaller wins−4.3%

13.6%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · EUSB

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
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	BEUSB	iShares ESG Advanced Universal USD Bond ETFRead Desk	0.12%	4.07%	+0.2%	−0.2%	+0.4%	+5.8%	+0.2%	−4.3%	$712M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
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	BEUSB	iShares ESG Advanced Universal USD Bond ETFRead Desk	0.12%	4.07%	+0.2%	−0.2%	+0.4%	+5.8%	+0.2%	−4.3%	$712M

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 EUSB

IVV

iShares Core S&P 500

$17,152

EUSB

iShares ESG Advanced Universal USD Bond

$10,100

MeasureIVVEUSB

Fee0.03%0.12%

Cost on $10k a year$3$12

Yield1.14%4.07%

5 years, per year+11.4%+0.2%

3 years, per year+22.1%+5.8%

Worst drop · 1Y−8.9%−4.3%

Volatility · 1Y13.6%3.7%

3–3measures won
level

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM 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$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, EUSB, QQQ

Today

52.8%most shared, IVV and QQQ

IVVEUSBQQQ

IVV—[…]52.8%

EUSB[…]—[…]

QQQ52.8%[…]—

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

Income After Fees on $10,000

$395most kept, EUSB

EUSB$407 − $12 = $395

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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