IVV vs SDP

AIVV

BSDP

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income3.84%SDP · $384 on $10k

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

Held in common[…]IVV and SDP

IVV

SDP

iShares Core S&P 500 ETF · $850BProShares - UltraShort Utilities · $2M

+22.1%3 years · per year$18,221 · $4,499−23.4%

+11.4%5 years · per year$17,151 · $4,595−14.4%

0.03%Expense ratio$3 · $302 on $10k · lower wins3.02%

1.14%12-mo yield$114 · $384 on $10k3.84%

−8.9%Worst dropSmaller wins−22.8%

13.6%VolatilityLower wins31.6%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SDP

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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 Four

5Y4 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
4	BSDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.84%	+1.1%	−5.2%	+1.8%	−23.4%	−14.4%	−22.8%	$2M

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

All Four

5Y4 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
4	BSDP	ProShares - UltraShort UtilitiesRead Desk	3.02%	3.84%	+1.1%	−5.2%	+1.8%	−23.4%	−14.4%	−22.8%	$2M

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 SDP

IVV

iShares Core S&P 500

$17,152

SDP

ProShares - UltraShort Utilities

$4,595

MeasureIVVSDP

Fee0.03%3.02%

Cost on $10k a year$3$302

Yield1.14%3.84%

5 years, per year+11.4%−14.4%

3 years, per year+22.1%−23.4%

Worst drop · 1Y−8.9%−22.8%

Volatility · 1Y13.6%31.6%

5–1measures won
IVV first

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, SDP, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVSDPSPYVOO

IVV—[…]99.9%93.5%

SDP[…]—[…][…]

SPY99.9%[…]—93.5%

VOO93.5%[…]93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SDP$384 − $302 = $82

KeptFee

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