IVV vs MDPL

AIVV

BMDPL

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.33%MDPL · $133 on $10k

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

Held in common1.7%IVV and MDPL

IVV

MDPL

iShares Core S&P 500 ETF · $853BMonarch Dividend Plus ETF · $62M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $119 on $10k · lower wins1.19%

1.11%12-mo yield$111 · $133 on $10k1.33%

−8.9%Worst dropSmaller wins−12.4%

13.8%VolatilityLower wins17.6%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · MDPL

0.3%ACN3.7%

0.2%SCHW3.3%

0.2%MPC2.6%

0.2%MRSH3.6%

Held in common1.7%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+1.6%	+15.0%	+22.3%	new	new	−12.4%	$62M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+1.6%	+15.0%	+22.3%	new	new	−12.4%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs MDPL

IVV

iShares Core S&P 500

$17,545

MDPL

Monarch Dividend Plus

[…]

MeasureIVVMDPL

Fee0.03%1.19%

Cost on $10k a year$3$119

Yield1.11%1.33%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−12.4%

Volatility · 1Y13.8%17.6%

3–1measures won
IVV first

1.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, MDPL, VOO

Today

92.7%most shared, IVV and VOO

IVVMDPLVOO

IVV—1.7%92.7%

MDPL1.7%—1.5%

VOO92.7%1.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee