IVV vs GLIX

AIVV

BGLIX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income2.30%GLIX · $230 on $10k

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

Held in common1.4%IVV and GLIX

IVV

GLIX

iShares Core S&P 500 ETF · $887BLazard Listed Infrastructure ETF · $50M

+24.2%3 years · per year$19,178 · […][…]

+12.6%5 years · per year$18,118 · […][…]

0.03%Expense ratio$3 · $96 on $10k · lower wins0.96%

1.09%12-mo yield$109 · $230 on $10k2.30%

−8.9%Worst dropSmaller wins−10.1%

12.9%VolatilityLower wins12.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · GLIX

0.3%UNP1.4%

0.3%NEE0.7%

0.1%AMT5.4%

0.1%NSC3.1%

Held in common1.4%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs GLIX

IVV

iShares Core S&P 500

$18,118

GLIX

Lazard Listed Infrastructure

[…]

MeasureIVVGLIX

Fee0.03%0.96%

Cost on $10k a year$3$96

Yield1.09%2.30%

5 years, per year+12.6%[…]

3 years, per year+24.2%[…]

Worst drop · 1Y−8.9%−10.1%

Volatility · 1Y12.9%12.2%

2–2measures won
level

1.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, GLIX, VOO

Today

94.5%most shared, IVV and VOO

IVVGLIXVOO

IVV—1.4%94.5%

GLIX1.4%—1.2%

VOO94.5%1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$134most kept, GLIX

GLIX$230 − $96 = $134

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee