VT vs IVV

AVT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VT $15,957

Lowest cost0.03%IVV · $3 on $10k

Most income3.23%FDEV · $323 on $10k

Smallest drop−8.5%FDEV · worst fall in 1Y

Held in common55.2%VT and IVV

IVV

Vanguard Total World Stock ETF · $81.8BiShares Core S&P 500 ETF · $875B

+20.9%3 years · per year$17,661 · $18,159+22.0%

+9.8%5 years · per year$15,957 · $17,545+11.9%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.55%12-mo yield$155 · $111 on $10k1.11%

−9.7%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · IVV

4.5%NVDA7.1%

4.1%AAPL7.9%

3.2%MSFT6.2%

2.0%AMZN4.0%

Held in common55.2%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	FDEV	Fidelity International Multifactor ETFRead Desk	0.18%	3.23%	+2.3%	+11.8%	+18.5%	+18.7%	+7.9%	−8.5%	$284M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	FDEV	Fidelity International Multifactor ETFRead Desk	0.18%	3.23%	+2.3%	+11.8%	+18.5%	+18.7%	+7.9%	−8.5%	$284M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs IVV

Vanguard Total World Stock

$15,957

IVV

iShares Core S&P 500

$17,545

MeasureVTIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.55%1.11%

5 years, per year+9.8%+11.9%

3 years, per year+20.9%+22.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.9%13.8%

5–1measures won
IVV first

55.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, FDEV, VT

Today

55.2%most shared, IVV and VT

IVVFDEVVT

IVV—0.0%55.2%

FDEV0.0%—6.1%

VT55.2%6.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$305most kept, FDEV

FDEV$323 − $18 = $305

VT$155 − $6 = $149

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee