IVV vs MIDE

AIVV

BMIDE

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.27%MIDE · $127 on $10k

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

Held in common0.0%IVV and MIDE

IVV

MIDE

iShares Core S&P 500 ETF · $853BXtrackers S&P MidCap 400 Scored & Screened ETF · $4M

+22.0%3 years · per year$18,159 · $16,247+17.6%

+11.9%5 years · per year$17,545 · $14,333+7.5%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.11%12-mo yield$111 · $127 on $10k1.27%

−8.9%Worst dropSmaller wins−9.3%

13.8%VolatilityLower wins15.6%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · MIDE

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

Held in common0.0%

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 Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BMIDE	Xtrackers S&P MidCap 400 Scored & Screened ETFRead Desk	0.15%	1.27%	+3.1%	+15.1%	+19.7%	+17.6%	+7.5%	−9.3%	$4M

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

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BMIDE	Xtrackers S&P MidCap 400 Scored & Screened ETFRead Desk	0.15%	1.27%	+3.1%	+15.1%	+19.7%	+17.6%	+7.5%	−9.3%	$4M

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 MIDE

IVV

iShares Core S&P 500

$17,545

MIDE

Xtrackers S&P MidCap 400 Scored & Screened

$14,333

MeasureIVVMIDE

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.11%1.27%

5 years, per year+11.9%+7.5%

3 years, per year+22.0%+17.6%

Worst drop · 1Y−8.9%−9.3%

Volatility · 1Y13.8%15.6%

5–1measures won
IVV first

0.0%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: IVV, MIDE, VOO, VUG

Today

92.7%most shared, IVV and VOO

IVVMIDEVOOVUG

IVV—0.0%92.7%55.1%

MIDE0.0%—0.0%0.0%

VOO92.7%0.0%—58.2%

VUG55.1%0.0%58.2%—

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

Income After Fees on $10,000

$112most kept, MIDE

MIDE$127 − $15 = $112

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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