IVV vs GLDI

AIVV

BGLDI

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · GLDI $16,985

Lowest cost0.03%IVV · $3 on $10k

Most income27.76%GLDI · $2,776 on $10k

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

Held in common[…]IVV and GLDI

IVV

GLDI

iShares Core S&P 500 ETF · $850BUBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $177M

+22.1%3 years · per year$18,221 · $16,336+17.8%

+11.4%5 years · per year$17,151 · $16,985+11.2%

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.14%12-mo yield$114 · $2,776 on $10k27.76%

−8.9%Worst dropSmaller wins−16.0%

13.6%VolatilityLower wins18.6%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · GLDI

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%	$850.0B
2	BGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.76%	+0.9%	−2.5%	+5.5%	+17.8%	+11.2%	−16.0%	$177M
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

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%	$850.0B
2	BGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.76%	+0.9%	−2.5%	+5.5%	+17.8%	+11.2%	−16.0%	$177M
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

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 GLDI

IVV

iShares Core S&P 500

$17,152

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,985

MeasureIVVGLDI

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.14%27.76%

5 years, per year+11.4%+11.2%

3 years, per year+22.1%+17.8%

Worst drop · 1Y−8.9%−16.0%

Volatility · 1Y13.6%18.6%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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, GLDI, VTI

Today

86.5%most shared, IVV and VTI

IVVGLDIVTI

IVV—[…]86.5%

GLDI[…]—[…]

VTI86.5%[…]—

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

Income After Fees on $10,000

$2,711most kept, GLDI

GLDI$2,776 − $65 = $2,711

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

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