IVV vs LIFT

AIVV

BLIFT

Measures won1–3LIFT wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV

Lowest cost0.03%IVV · $3 on $10k

Most income49.46%LIFT · $4,946 on $10k

Smallest drop−0.5%LIFT · worst fall in 1Y

Held in common[…]IVV and LIFT

IVV

LIFT

iShares Core S&P 500 ETF · $872BStone Ridge Trust - Lifex 2028 Income Bucket ETF · $2M

+21.5%3 years · per year$17,934 · […][…]

+11.7%5 years · per year$17,414 · […][…]

0.03%Expense ratio$3 · $25 on $10k · lower wins0.25%

1.11%12-mo yield$111 · $4,946 on $10k49.46%

−8.9%Worst dropSmaller wins

End-of-day Nov 10, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BLIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk		0.25%	49.46%	−0.2%	+1.8%	+2.4%	new	new	−0.5%	$2M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BLIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk		0.25%	49.46%	−0.2%	+1.8%	+2.4%	new	new	−0.5%	$2M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs LIFT

IVV

iShares Core S&P 500

$17,414

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

MeasureIVVLIFT

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.11%49.46%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−0.5%

Volatility · 1Y13.8%1.3%

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IVV vs LIFT

Both

Both

$10,000 in IVV, LIFT

Overlap: IVV, LIFT

IVV vs LIFT

SPYM vs SPY

VOO vs IVV

SCHD vs VIG

Overlap: IVV, LIFT

Income After Fees on $10,000