IVV vs LEMB

AIVV

BLEMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income2.41%LEMB · $241 on $10k

Smallest drop−6.0%LEMB · worst fall in 1Y

Held in common[…]IVV and LEMB

IVV

LEMB

iShares Core S&P 500 ETF · $887BiShares J.P. Morgan EM Local Currency Bond ETF · $775M

+22.1%3 years · per year$18,221 · $12,714+8.3%

+11.4%5 years · per year$17,151 · $10,919+1.8%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.14%12-mo yield$114 · $241 on $10k2.41%

−8.9%Worst dropSmaller wins−6.0%

13.6%VolatilityLower wins6.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · LEMB

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

Held in common[…]

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

All Three

5Y3 funds

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BLEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk	0.30%	2.41%	−0.2%	+1.4%	+4.8%	+8.3%	+1.8%	−6.0%	$775M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BLEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk	0.30%	2.41%	−0.2%	+1.4%	+4.8%	+8.3%	+1.8%	−6.0%	$775M

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 LEMB

IVV

iShares Core S&P 500

$17,152

LEMB

iShares J.P. Morgan EM Local Currency Bond

$10,920

MeasureIVVLEMB

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.14%2.41%

5 years, per year+11.4%+1.8%

3 years, per year+22.1%+8.3%

Worst drop · 1Y−8.9%−6.0%

Volatility · 1Y13.6%6.5%

3–3measures won
level

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, LEMB, SPY

Today

99.9%most shared, IVV and SPY

IVVLEMBSPY

IVV—[…]99.9%

LEMB[…]—[…]

SPY99.9%[…]—

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

Income After Fees on $10,000

$211most kept, LEMB

LEMB$241 − $30 = $211

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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