IVV vs PRN

AIVV

BPRN

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · PRN $17,501

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common1.8%IVV and PRN

IVV

PRN

iShares Core S&P 500 ETF · $853BInvesco Dorsey Wright Industrials Momentum ETF · $290M

+22.0%3 years · per year$18,159 · $19,103+24.1%

+11.9%5 years · per year$17,545 · $17,501+11.8%

0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%

1.11%12-mo yield$111 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−30.1%

13.8%VolatilityLower wins35.0%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PRN

0.5%GE4.8%

0.4%RTX4.1%

0.3%DE3.1%

0.2%PH3.9%

Held in common1.8%

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	BPRN	Invesco Dorsey Wright Industrials Momentum ETFRead Desk	0.69%	0.00%	+3.2%	+9.1%	+8.7%	+24.1%	+11.8%	−30.1%	$290M
3	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

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	BPRN	Invesco Dorsey Wright Industrials Momentum ETFRead Desk	0.69%	0.00%	+3.2%	+9.1%	+8.7%	+24.1%	+11.8%	−30.1%	$290M
3	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

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 PRN

IVV

iShares Core S&P 500

$17,545

PRN

Invesco Dorsey Wright Industrials Momentum

$17,501

MeasureIVVPRN

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield1.11%0.00%

5 years, per year+11.9%+11.8%

3 years, per year+22.0%+24.1%

Worst drop · 1Y−8.9%−30.1%

Volatility · 1Y13.8%35.0%

5–1measures won
IVV first

1.8%

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, PRN, SPY

Today

99.9%most shared, IVV and SPY

IVVPRNSPY

IVV—1.8%99.9%

PRN1.8%—1.8%

SPY99.9%1.8%—

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

PRN$0 − $69 = −$69

KeptFee

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