IVV vs LEMB

AIVV

BLEMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income2.40%LEMB · $240 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

+24.2%3 years · per year$19,178 · $12,737+8.4%

+12.6%5 years · per year$18,118 · $10,937+1.8%

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

1.09%12-mo yield$109 · $240 on $10k2.40%

−8.9%Worst dropSmaller wins−6.0%

12.9%VolatilityLower wins6.6%

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 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BLEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk	0.30%	2.40%	+0.7%	+1.7%	+4.5%	+8.4%	+1.8%	−6.0%	$775M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BLEMB	iShares J.P. Morgan EM Local Currency Bond ETFRead Desk	0.30%	2.40%	+0.7%	+1.7%	+4.5%	+8.4%	+1.8%	−6.0%	$775M

End-of-day Nov 4, 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

$18,118

LEMB

iShares J.P. Morgan EM Local Currency Bond

$10,937

MeasureIVVLEMB

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.09%2.40%

5 years, per year+12.6%+1.8%

3 years, per year+24.2%+8.4%

Worst drop · 1Y−8.9%−6.0%

Volatility · 1Y12.9%6.6%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, LEMB, VOO

Today

94.5%most shared, IVV and VOO

IVVLEMBVOO

IVV—[…]94.5%

LEMB[…]—[…]

VOO94.5%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$210most kept, LEMB

LEMB$240 − $30 = $210

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee