IVV vs IBTH

AIVV

BIBTH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.73%IBTH · $373 on $10k

Smallest drop−0.4%IBTH · worst fall in 1Y

Held in common[…]IVV and IBTH

IVV

IBTH

iShares Core S&P 500 ETF · $853BiShares iBonds Dec 2027 Term Treasury ETF · $2.4B

+21.8%3 years · per year$18,084 · $11,517+4.8%

+11.4%5 years · per year$17,177 · $10,494+1.0%

0.03%Expense ratio$3 · $7 on $10k · lower wins0.07%

1.14%12-mo yield$114 · $373 on $10k3.73%

−8.9%Worst dropSmaller wins−0.4%

13.6%VolatilityLower wins0.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IBTH

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	BIBTH	iShares iBonds Dec 2027 Term Treasury ETFRead Desk	0.07%	3.73%	0.0%	+2.4%	+3.3%	+4.8%	+1.0%	−0.4%	$2.4B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	BIBTH	iShares iBonds Dec 2027 Term Treasury ETFRead Desk	0.07%	3.73%	0.0%	+2.4%	+3.3%	+4.8%	+1.0%	−0.4%	$2.4B

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 IBTH

IVV

iShares Core S&P 500

$17,177

IBTH

iShares iBonds Dec 2027 Term Treasury

$10,494

MeasureIVVIBTH

Fee0.03%0.07%

Cost on $10k a year$3$7

Yield1.14%3.73%

5 years, per year+11.4%+1.0%

3 years, per year+21.8%+4.8%

Worst drop · 1Y−8.9%−0.4%

Volatility · 1Y13.6%0.8%

3–3measures won
level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, IBTH, VOO

Today

92.2%most shared, IVV and VOO

IVVIBTHVOO

IVV—[…]92.2%

IBTH[…]—[…]

VOO92.2%[…]—

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

Income After Fees on $10,000

$366most kept, IBTH

IBTH$373 − $7 = $366

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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