IVV vs IXC

AIVV

BIXC

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common3.5%IVV and IXC

IVV

IXC

iShares Core S&P 500 ETF · $887BiShares Global Energy ETF · $3.2B

+22.1%3 years · per year$18,221 · $16,169+17.4%

+11.4%5 years · per year$17,151 · $23,813+18.9%

0.03%Expense ratio$3 · $37 on $10k · lower wins0.37%

1.14%12-mo yield$114 · $275 on $10k2.75%

−8.9%Worst dropSmaller wins−15.4%

13.6%VolatilityLower wins21.8%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · IXC

1.0%XOM18.2%

0.6%CVX11.2%

0.2%COP4.3%

0.2%MPC2.9%

Held in common3.5%

End-of-day Nov 5, 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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Both

5Y2 funds

#			Trend
1	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Cards for this view

IVV vs IXC

IVV

iShares Core S&P 500

$17,152

IXC

iShares Global Energy

$23,813

MeasureIVVIXC

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.14%2.75%

5 years, per year+11.4%+18.9%

3 years, per year+22.1%+17.4%

Worst drop · 1Y−8.9%−15.4%

Volatility · 1Y13.6%21.8%

4–2measures won
IVV first

3.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, IXC

Today

3.5%most shared, IVV and IXC

IVVIXC

IVV—3.5%

IXC3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee