IVV vs QVMT

AIVV

BQVMT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%IVV · $3 on $10k

Most income1.75%QVMT · $175 on $10k

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

Held in common15.9%IVV and QVMT

IVV

QVMT

iShares Core S&P 500 ETF · $872BInvesco S&P 500 Concentrated QVM ETF · $122M

+24.1%3 years · per year$19,093 · […][…]

+12.2%5 years · per year$17,747 · […][…]

0.03%Expense ratio$3 · $13 on $10k · lower wins0.13%

1.11%12-mo yield$111 · $175 on $10k1.75%

−8.9%Worst dropSmaller wins[…]

12.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · QVMT

7.7%AAPL6.0%

1.2%XOM6.2%

0.6%CSCO4.4%

0.5%LRCX3.7%

Held in common15.9%

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BQVMT	Invesco S&P 500 Concentrated QVM ETFRead Desk	0.13%	1.75%	+0.3%	new	new	new	new	[…]	$122M

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BQVMT	Invesco S&P 500 Concentrated QVM ETFRead Desk	0.13%	1.75%	+0.3%	new	new	new	new	[…]	$122M

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

Cards for this view

IVV vs QVMT

IVV

iShares Core S&P 500

$17,747

QVMT

Invesco S&P 500 Concentrated QVM

[…]

MeasureIVVQVMT

Fee0.03%0.13%

Cost on $10k a year$3$13

Yield1.11%1.75%

5 years, per year+12.2%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y12.8%[…]

1–1measures won
level

15.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IVV, QVMT, VOO

Today

94.5%most shared, IVV and VOO

IVVQVMTVOO

IVV—15.9%94.5%

QVMT15.9%—16.0%

VOO94.5%16.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$162most kept, QVMT

QVMT$175 − $13 = $162

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee