IVV vs PSTR

AIVV

BPSTR

Measures won1–3PSTR wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income5.02%PSTR · $502 on $10k

Smallest drop−6.7%PSTR · worst fall in 1Y

Held in common20.4%IVV and PSTR

IVV

PSTR

iShares Core S&P 500 ETF · $850BPeakshares Sector Rotation ETF · $68M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $288 on $10k · lower wins2.88%

1.14%12-mo yield$114 · $502 on $10k5.02%

−8.9%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins10.8%

1–3PSTR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PSTR

6.2%MSFT2.9%

2.1%META2.1%

7.3%NVDA1.7%

3.9%AMZN1.5%

Held in common20.4%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BPSTR	Peakshares Sector Rotation ETFRead Desk	2.88%	5.02%	−3.3%	+10.0%	+13.0%	new	new	−6.7%	$68M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BPSTR	Peakshares Sector Rotation ETFRead Desk	2.88%	5.02%	−3.3%	+10.0%	+13.0%	new	new	−6.7%	$68M

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

Cards for this view

IVV vs PSTR

IVV

iShares Core S&P 500

$17,151

PSTR

Peakshares Sector Rotation

[…]

MeasureIVVPSTR

Fee0.03%2.88%

Cost on $10k a year$3$288

Yield1.14%5.02%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.6%10.8%

3–1measures won
PSTR first

20.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, PSTR, VOO

Today

93.5%most shared, IVV and VOO

IVVPSTRVOO

IVV—20.4%93.5%

PSTR20.4%—20.2%

VOO93.5%20.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$214most kept, PSTR

PSTR$502 − $288 = $214

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee