IVV vs PCEF

AIVV

BPCEF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income7.82%PCEF · $782 on $10k

Smallest drop−8.3%PCEF · worst fall in 1Y

Held in common0.0%IVV and PCEF

IVV

PCEF

iShares Core S&P 500 ETF · $853BInvesco CEF Income Composite ETF · $750M

+21.8%3 years · per year$18,084 · $14,798+14.0%

+11.4%5 years · per year$17,177 · $11,942+3.6%

0.03%Expense ratio$3 · $276 on $10k · lower wins2.76%

1.14%12-mo yield$114 · $782 on $10k7.82%

−8.9%Worst dropSmaller wins−8.3%

13.6%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PCEF

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BPCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.82%	+1.1%	+2.0%	+3.4%	+14.0%	+3.6%	−8.3%	$750M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BPCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.82%	+1.1%	+2.0%	+3.4%	+14.0%	+3.6%	−8.3%	$750M

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 PCEF

IVV

iShares Core S&P 500

$17,177

PCEF

Invesco CEF Income Composite

$11,942

MeasureIVVPCEF

Fee0.03%2.76%

Cost on $10k a year$3$276

Yield1.14%7.82%

5 years, per year+11.4%+3.6%

3 years, per year+21.8%+14.0%

Worst drop · 1Y−8.9%−8.3%

Volatility · 1Y13.6%10.6%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, PCEF, VOO

Today

92.2%most shared, IVV and VOO

IVVPCEFVOO

IVV—0.0%92.2%

PCEF0.0%—0.0%

VOO92.2%0.0%—

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

Income After Fees on $10,000

$506most kept, PCEF

PCEF$782 − $276 = $506

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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