IVV vs MATR

AIVV

BMATR

Measures won2–3MATR wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.96%MATR · $296 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 · $887BHarbor Multi-Asset Explorer ETF · $10M

+22.1%3 years · per year$18,221 · $14,883+14.2%

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

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

1.14%12-mo yield$114 · $296 on $10k2.96%

−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 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	BMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.96%	−3.5%	0.0%	+2.2%	+14.2%	new	−7.7%	$10M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	BMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.96%	−3.5%	0.0%	+2.2%	+14.2%	new	−7.7%	$10M

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 MATR

IVV

iShares Core S&P 500

$17,151

MATR

Harbor Multi-Asset Explorer

[…]

MeasureIVVMATR

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.14%2.96%

5 years, per year+11.4%[…]

3 years, per year+22.1%+14.2%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.6%11.7%

3–2measures won
MATR first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, MATR, VOO

Today

93.5%most shared, IVV and VOO

IVVMATRVOO

IVV—0.0%93.5%

MATR0.0%—0.0%

VOO93.5%0.0%—

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

Income After Fees on $10,000

$216most kept, MATR

MATR$296 − $80 = $216

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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