IVV vs ONEO

AIVV

BONEO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%IVV · $3 on $10k

Most income1.22%ONEO · $122 on $10k

Smallest drop−7.4%ONEO · worst fall in 1Y

Held in common28.0%IVV and ONEO

IVV

ONEO

iShares Core S&P 500 ETF · $853BState Street SPDR Russell 1000 Momentum Focus ETF · $30M

+22.0%3 years · per year$18,159 · $17,478+20.5%

+11.9%5 years · per year$17,545 · $15,933+9.8%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.11%12-mo yield$111 · $122 on $10k1.22%

−8.9%Worst dropSmaller wins−7.4%

13.8%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ONEO

0.3%COP0.4%

7.9%AAPL0.3%

0.2%PGR0.3%

0.2%NEM0.6%

Held in common28.0%

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 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk	0.20%	1.22%	+2.5%	+20.9%	+24.4%	+20.5%	+9.8%	−7.4%	$30M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk	0.20%	1.22%	+2.5%	+20.9%	+24.4%	+20.5%	+9.8%	−7.4%	$30M

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 ONEO

IVV

iShares Core S&P 500

$17,545

ONEO

SPDR Russell 1000 Momentum Focus

$15,933

MeasureIVVONEO

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.11%1.22%

5 years, per year+11.9%+9.8%

3 years, per year+22.0%+20.5%

Worst drop · 1Y−8.9%−7.4%

Volatility · 1Y13.8%13.4%

3–3measures won
level

28.0%

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

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

Overlap: IVV, ONEO, VUG

Today

55.1%most shared, IVV and VUG

IVVONEOVUG

IVV—28.0%55.1%

ONEO28.0%—8.6%

VUG55.1%8.6%—

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

ONEO$122 − $20 = $102

VUG$41 − $3 = $38

KeptFee

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