IVV vs IVE

AIVV

BIVE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.53%IVE · $153 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common61.4%IVV and IVE

IVV

IVE

iShares Core S&P 500 ETF · $850BiShares S&P 500 Value ETF · $51.7B

+21.8%3 years · per year$18,084 · $16,312+17.7%

+11.4%5 years · per year$17,177 · $17,008+11.2%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.14%12-mo yield$114 · $153 on $10k1.53%

−8.9%Worst dropSmaller wins−6.2%

13.6%VolatilityLower wins10.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IVE

7.9%AAPL8.3%

4.0%AMZN4.0%

1.5%TSLA1.2%

1.1%V1.1%

Held in common61.4%

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	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−0.4%	+12.4%	+14.9%	+17.7%	+11.2%	−6.2%	$51.7B

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	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.53%	−0.4%	+12.4%	+14.9%	+17.7%	+11.2%	−6.2%	$51.7B

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 IVE

IVV

iShares Core S&P 500

$17,177

IVE

iShares S&P 500 Value

$17,008

MeasureIVVIVE

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.14%1.53%

5 years, per year+11.4%+11.2%

3 years, per year+21.8%+17.7%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.6%10.1%

3–3measures won
level

61.4%

holdings shared

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, IVE, SPY

Today

99.9%most shared, IVV and SPY

IVVIVESPY

IVV—61.4%99.9%

IVE61.4%—61.4%

SPY99.9%61.4%—

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

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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