IVV vs LLDR

AIVV

BLLDR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.85%LLDR · $485 on $10k

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

Held in common[…]IVV and LLDR

IVV

LLDR

iShares Core S&P 500 ETF · $850BGlobal X - Long-Term Treasury Ladder ETF · $38M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $12 on $10k · lower wins0.12%

1.14%12-mo yield$114 · $485 on $10k4.85%

−8.9%Worst dropSmaller wins−11.2%

13.6%VolatilityLower wins8.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · LLDR

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

Both

5Y2 funds

#			Trend
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%	$850.0B
2	BLLDR	Global X - Long-Term Treasury Ladder ETFRead Desk		0.12%	4.85%	+0.4%	−2.1%	−3.5%	new	new	−11.2%	$38M

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BLLDR	Global X - Long-Term Treasury Ladder ETFRead Desk		0.12%	4.85%	+0.4%	−2.1%	−3.5%	new	new	−11.2%	$38M

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 LLDR

IVV

iShares Core S&P 500

$17,151

LLDR

Global X - Long-Term Treasury Ladder

[…]

MeasureIVVLLDR

Fee0.03%0.12%

Cost on $10k a year$3$12

Yield1.14%4.85%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−11.2%

Volatility · 1Y13.6%8.6%

2–2measures 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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, LLDR

Today

[…]holdings […]

IVVLLDR

IVV—[…]

LLDR[…]—

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

Income After Fees on $10,000

$473most kept, LLDR

LLDR$485 − $12 = $473

IVV$114 − $3 = $111

KeptFee

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