IVV vs ILS

AIVV

BILS

Measures won1–3ILS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income7.98%ILS · $798 on $10k

Smallest drop−1.8%ILS · worst fall in 1Y

Held in common[…]IVV and ILS

IVV

ILS

iShares Core S&P 500 ETF · $850BBrookmont Catastrophic Bond ETF · $126M

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

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

0.03%Expense ratio$3 · $265 on $10k · lower wins2.65%

1.14%12-mo yield$114 · $798 on $10k7.98%

−8.9%Worst dropSmaller wins−1.8%

13.6%VolatilityLower wins4.3%

1–3ILS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · ILS

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

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%	$850.0B
2	BILS	Brookmont Catastrophic Bond ETFRead Desk		2.65%	7.98%	0.0%	+8.1%	+9.2%	new	new	−1.8%	$126M

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%	$850.0B
2	BILS	Brookmont Catastrophic Bond ETFRead Desk		2.65%	7.98%	0.0%	+8.1%	+9.2%	new	new	−1.8%	$126M

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 ILS

IVV

iShares Core S&P 500

$17,177

ILS

Brookmont Catastrophic Bond

[…]

MeasureIVVILS

Fee0.03%2.65%

Cost on $10k a year$3$265

Yield1.14%7.98%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−1.8%

Volatility · 1Y13.6%4.3%

3–1measures won
ILS first

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$850B

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, ILS

Today

[…]holdings […]

IVVILS

IVV—[…]

ILS[…]—

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

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

IVV$114 − $3 = $111

KeptFee

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