IVV vs IXC

AIVV

BIXC

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.76%IXC · $276 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 · $850BiShares Global Energy ETF · $3.0B

+21.8%3 years · per year$18,084 · $16,078+17.2%

+11.4%5 years · per year$17,177 · $23,972+19.1%

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

1.14%12-mo yield$114 · $276 on $10k2.76%

−8.9%Worst dropSmaller wins−15.4%

13.6%VolatilityLower wins21.8%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IXC

1.1%XOM18.2%

0.7%CVX11.3%

0.3%COP4.4%

0.2%MPC2.8%

Held in common3.5%

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
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%	$850.0B
3	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

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
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%	$850.0B
3	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

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 IXC

IVV

iShares Core S&P 500

$17,177

IXC

iShares Global Energy

$23,972

MeasureIVVIXC

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.14%2.76%

5 years, per year+11.4%+19.1%

3 years, per year+21.8%+17.2%

Worst drop · 1Y−8.9%−15.4%

Volatility · 1Y13.6%21.8%

4–2measures won
IVV first

3.5%

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, IXC, VTI

Today

85.5%most shared, IVV and VTI

IVVIXCVTI

IVV—3.5%85.5%

IXC3.5%—3.0%

VTI85.5%3.0%—

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

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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