IVV vs PEVC

AIVV

BPEVC

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income4.45%PEVC · $445 on $10k

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

Held in common68.1%IVV and PEVC

IVV

PEVC

iShares Core S&P 500 ETF · $853BPacer PE/VC ETF · $2M

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

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

0.03%Expense ratio$3 · $85 on $10k · lower wins0.85%

1.11%12-mo yield$111 · $445 on $10k4.45%

−8.9%Worst dropSmaller wins−16.6%

13.8%VolatilityLower wins21.5%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PEVC

6.2%MSFT4.3%

4.0%AMZN4.3%

7.9%AAPL4.0%

7.1%NVDA3.7%

Held in common68.1%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	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
3	BPEVC	Pacer PE/VC ETFRead Desk	0.85%	4.45%	+3.6%	+2.7%	+5.2%	new	new	−16.6%	$2M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	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
3	BPEVC	Pacer PE/VC ETFRead Desk	0.85%	4.45%	+3.6%	+2.7%	+5.2%	new	new	−16.6%	$2M

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 PEVC

IVV

iShares Core S&P 500

$17,545

PEVC

Pacer PE/VC

[…]

MeasureIVVPEVC

Fee0.03%0.85%

Cost on $10k a year$3$85

Yield1.11%4.45%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−16.6%

Volatility · 1Y13.8%21.5%

3–1measures won
IVV first

68.1%

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

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, PEVC, QQQ

Today

68.1%most shared, IVV and PEVC

IVVPEVCQQQ

IVV—68.1%52.4%

PEVC68.1%—46.0%

QQQ52.4%46.0%—

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

Income After Fees on $10,000

$360most kept, PEVC

PEVC$445 − $85 = $360

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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