IVV vs IBTO

AIVV

BIBTO

Measures won2–3IBTO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.24%IBTO · $424 on $10k

Smallest drop−5.8%IBTO · worst fall in 1Y

Held in common[…]IVV and IBTO

IVV

IBTO

iShares Core S&P 500 ETF · $887BiShares iBonds Dec 2033 Term Treasury ETF · $517M

+24.2%3 years · per year$19,178 · $11,551+4.9%

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

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

1.09%12-mo yield$109 · $424 on $10k4.24%

−8.9%Worst dropSmaller wins−5.8%

12.9%VolatilityLower wins4.4%

2–3IBTO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · IBTO

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
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	BIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.24%	+0.4%	−1.1%	−0.8%	+4.9%	new	−5.8%	$517M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.24%	+0.4%	−1.1%	−0.8%	+4.9%	new	−5.8%	$517M

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 IBTO

IVV

iShares Core S&P 500

$18,118

IBTO

iShares iBonds Dec 2033 Term Treasury

[…]

MeasureIVVIBTO

Fee0.03%0.07%

Cost on $10k a year$3$7

Yield1.09%4.24%

5 years, per year+12.6%[…]

3 years, per year+24.2%+4.9%

Worst drop · 1Y−8.9%−5.8%

Volatility · 1Y12.9%4.4%

3–2measures won
IBTO first

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: IVV, IBTO

Today

[…]holdings […]

IVVIBTO

IVV—[…]

IBTO[…]—

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

Income After Fees on $10,000

$417most kept, IBTO

IBTO$424 − $7 = $417

IVV$109 − $3 = $106

KeptFee

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