IVV vs MATR

AIVV

BMATR

Measures won2–3MATR wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.95%MATR · $295 on $10k

Smallest drop−7.7%MATR · worst fall in 1Y

Held in common0.0%IVV and MATR

IVV

MATR

iShares Core S&P 500 ETF · $850BHarbor Multi-Asset Explorer ETF · $10M

+21.8%3 years · per year$18,084 · $14,797+14.0%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

1.14%12-mo yield$114 · $295 on $10k2.95%

−8.9%Worst dropSmaller wins−7.7%

13.6%VolatilityLower wins11.7%

2–3MATR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · MATR

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

Held in common0.0%

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.95%	+0.3%	+0.2%	+2.0%	+14.0%	new	−7.7%	$10M

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.95%	+0.3%	+0.2%	+2.0%	+14.0%	new	−7.7%	$10M

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 MATR

IVV

iShares Core S&P 500

$17,177

MATR

Harbor Multi-Asset Explorer

[…]

MeasureIVVMATR

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%2.95%

5 years, per year+11.4%[…]

3 years, per year+21.8%+14.0%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.6%11.7%

3–2measures won
MATR first

0.0%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, MATR, SPY

Today

99.9%most shared, IVV and SPY

IVVMATRSPY

IVV—0.0%99.9%

MATR0.0%—0.0%

SPY99.9%0.0%—

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

Income After Fees on $10,000

$215most kept, MATR

MATR$295 − $80 = $215

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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