IVV vs MMID

AIVV

BMMID

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−7.9%MMID · worst fall in 1Y

Held in common2.8%IVV and MMID

IVV

MMID

iShares Core S&P 500 ETF · $853BMFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF · $37M

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

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

0.03%Expense ratio$3 · $59 on $10k · lower wins0.59%

1.11%12-mo yield$111 · $91 on $10k0.91%

−8.9%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins13.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · MMID

0.2%STX0.2%

0.2%VLO0.8%

0.1%KMB1.3%

0.1%COR0.7%

Held in common2.8%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BMMID	MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFRead Desk	0.59%	0.91%	+1.8%	+11.3%	+14.6%	new	new	−7.9%	$37M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BMMID	MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFRead Desk	0.59%	0.91%	+1.8%	+11.3%	+14.6%	new	new	−7.9%	$37M

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 MMID

IVV

iShares Core S&P 500

$17,545

MMID

MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap

[…]

MeasureIVVMMID

Fee0.03%0.59%

Cost on $10k a year$3$59

Yield1.11%0.91%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.8%13.5%

2–2measures won
level

2.8%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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, MMID, SPY

Today

99.9%most shared, IVV and SPY

IVVMMIDSPY

IVV—2.8%99.9%

MMID2.8%—2.8%

SPY99.9%2.8%—

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

SPY$101 − $9 = $92

MMID$91 − $59 = $32

KeptFee

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