IVV vs IBMP

AIVV

BIBMP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income2.55%IBMP · $255 on $10k

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]IVV and IBMP

IVV

IBMP

iShares Core S&P 500 ETF · $850BiShares iBonds Dec 2027 Term Muni Bond ETF · $684M

+22.1%3 years · per year$18,221 · $11,170+3.8%

+11.4%5 years · per year$17,151 · $10,450+0.9%

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

1.14%12-mo yield$114 · $255 on $10k2.55%

−8.9%Worst dropSmaller wins−0.6%

13.6%VolatilityLower wins1.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IBMP

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk	0.10%	2.55%	+0.1%	+1.8%	+2.5%	+3.8%	+0.9%	−0.6%	$684M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk	0.10%	2.55%	+0.1%	+1.8%	+2.5%	+3.8%	+0.9%	−0.6%	$684M

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 IBMP

IVV

iShares Core S&P 500

$17,152

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,450

MeasureIVVIBMP

Fee0.03%0.10%

Cost on $10k a year$3$10

Yield1.14%2.55%

5 years, per year+11.4%+0.9%

3 years, per year+22.1%+3.8%

Worst drop · 1Y−8.9%−0.6%

Volatility · 1Y13.6%1.0%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, IBMP, SPY

Today

99.9%most shared, IVV and SPY

IVVIBMPSPY

IVV—[…]99.9%

IBMP[…]—[…]

SPY99.9%[…]—

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

Income After Fees on $10,000

$245most kept, IBMP

IBMP$255 − $10 = $245

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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