IVV vs PBTP

AIVV

BPBTP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income4.00%PBTP · $400 on $10k

Smallest drop−1.3%PBTP · worst fall in 1Y

Held in common0.0%IVV and PBTP

IVV

PBTP

iShares Core S&P 500 ETF · $850BInvesco 0-5 Yr US TIPS ETF · $250M

+21.8%3 years · per year$18,084 · $11,534+4.9%

+11.4%5 years · per year$17,177 · $11,539+2.9%

0.03%Expense ratio$3 · $7 on $10k · lower wins0.07%

1.14%12-mo yield$114 · $400 on $10k4.00%

−8.9%Worst dropSmaller wins−1.3%

13.6%VolatilityLower wins1.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PBTP

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

Held in common0.0%

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BPBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$250M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BPBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$250M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PBTP

IVV

iShares Core S&P 500

$17,177

PBTP

Invesco 0-5 Yr US TIPS

$11,539

MeasureIVVPBTP

Fee0.03%0.07%

Cost on $10k a year$3$7

Yield1.14%4.00%

5 years, per year+11.4%+2.9%

3 years, per year+21.8%+4.9%

Worst drop · 1Y−8.9%−1.3%

Volatility · 1Y13.6%1.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, PBTP, SPY

Today

99.9%most shared, IVV and SPY

IVVPBTPSPY

IVV—0.0%99.9%

PBTP0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$393most kept, PBTP

PBTP$400 − $7 = $393

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee