IVV vs IWN

AIVV

BIWN

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common0.0%IVV and IWN

IVV

IWN

iShares Core S&P 500 ETF · $850BiShares Russell 2000 Value ETF · $13.9B

+21.8%3 years · per year$18,084 · $17,306+20.1%

+11.4%5 years · per year$17,177 · $13,927+6.8%

0.03%Expense ratio$3 · $24 on $10k · lower wins0.24%

1.14%12-mo yield$114 · $154 on $10k1.54%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins15.9%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IWN

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

Held in common0.0%

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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B

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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B

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 IWN

IVV

iShares Core S&P 500

$17,177

IWN

iShares Russell 2000 Value

$13,927

MeasureIVVIWN

Fee0.03%0.24%

Cost on $10k a year$3$24

Yield1.14%1.54%

5 years, per year+11.4%+6.8%

3 years, per year+21.8%+20.1%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%15.9%

4–2measures won
IVV first

0.0%

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI 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

Overlap: IVV, IWN, VTI

Today

85.5%most shared, IVV and VTI

IVVIWNVTI

IVV—0.0%85.5%

IWN0.0%—2.0%

VTI85.5%2.0%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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