IVV vs IWS

AIVV

BIWS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%IWS · $131 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common12.2%IVV and IWS

IVV

IWS

iShares Core S&P 500 ETF · $853BiShares Russell Mid-Cap Value ETF · $14.8B

+21.8%3 years · per year$18,084 · $17,688+20.9%

+11.4%5 years · per year$17,177 · $15,352+9.0%

0.03%Expense ratio$3 · $23 on $10k · lower wins0.23%

1.14%12-mo yield$114 · $131 on $10k1.31%

−8.9%Worst dropSmaller wins−7.5%

13.6%VolatilityLower wins13.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IWS

0.2%MPC0.5%

0.2%PSX0.9%

0.1%MRNA0.9%

0.1%RCL0.3%

Held in common12.2%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B

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 IWS

IVV

iShares Core S&P 500

$17,177

IWS

iShares Russell Mid-Cap Value

$15,352

MeasureIVVIWS

Fee0.03%0.23%

Cost on $10k a year$3$23

Yield1.14%1.31%

5 years, per year+11.4%+9.0%

3 years, per year+21.8%+20.9%

Worst drop · 1Y−8.9%−7.5%

Volatility · 1Y13.6%13.3%

3–3measures won
level

12.2%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, IWS, VOO

Today

92.2%most shared, IVV and VOO

IVVIWSVOO

IVV—12.2%92.2%

IWS12.2%—10.9%

VOO92.2%10.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IWS$131 − $23 = $108

VOO$110 − $3 = $107

KeptFee

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