IVV vs ILCV

AIVV

BILCV

Measures won1–5ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,209ILCV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%ILCV · $150 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common69.3%IVV and ILCV

IVV

ILCV

iShares Core S&P 500 ETF · $853BiShares Morningstar Value ETF · $1.4B

+22.0%3 years · per year$18,159 · $18,185+22.1%

+11.9%5 years · per year$17,545 · $18,209+12.7%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.11%12-mo yield$111 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−6.5%

13.8%VolatilityLower wins10.6%

1–5ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ILCV

7.9%AAPL7.2%

6.2%MSFT8.6%

4.0%AMZN3.3%

2.1%META2.5%

Held in common69.3%

End-of-day Nov 9, 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	BILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.50%	+2.0%	+18.4%	+22.7%	+22.1%	+12.7%	−6.5%	$1.4B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.50%	+2.0%	+18.4%	+22.7%	+22.1%	+12.7%	−6.5%	$1.4B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs ILCV

IVV

iShares Core S&P 500

$17,545

ILCV

iShares Morningstar Value

$18,209

MeasureIVVILCV

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.11%1.50%

5 years, per year+11.9%+12.7%

3 years, per year+22.0%+22.1%

Worst drop · 1Y−8.9%−6.5%

Volatility · 1Y13.8%10.6%

5–1measures won
ILCV first

69.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, ILCV, VTI

Today

86.0%most shared, IVV and VTI

IVVILCVVTI

IVV—69.3%86.0%

ILCV69.3%—60.7%

VTI86.0%60.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, ILCV

ILCV$150 − $4 = $146

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee