IVV vs IBAT

AIVV

BIBAT

Measures won4–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.8%IVV and IBAT

IVV

IBAT

iShares Core S&P 500 ETF · $853BiShares Energy Storage & Materials ETF · $51M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $47 on $10k · lower wins0.47%

1.14%12-mo yield$114 · $91 on $10k0.91%

−8.9%Worst dropSmaller wins−30.7%

13.6%VolatilityLower wins33.3%

4–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · IBAT

0.4%LIN4.4%

0.2%ETN3.1%

0.1%APD7.6%

0.1%BE6.2%

Held in common0.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.91%	+0.6%	+16.6%	+3.9%	new	new	−30.7%	$51M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.91%	+0.6%	+16.6%	+3.9%	new	new	−30.7%	$51M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs IBAT

IVV

iShares Core S&P 500

$17,177

IBAT

iShares Energy Storage & Materials

[…]

MeasureIVVIBAT

Fee0.03%0.47%

Cost on $10k a year$3$47

Yield1.14%0.91%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−30.7%

Volatility · 1Y13.6%33.3%

4–0measures won
IVV first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, IBAT

Today

0.8%most shared, IVV and IBAT

IVVIBAT

IVV—0.8%

IBAT0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IBAT$91 − $47 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee