IVV vs SIO

AIVV

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income7.01%SIO · $701 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common1.1%IVV and SIO

IVV

SIO

iShares Core S&P 500 ETF · $850BTouchstone Strategic Income ETF · $306M

+22.1%3 years · per year$18,221 · $12,554+7.9%

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

0.03%Expense ratio$3 · $82 on $10k · lower wins0.82%

1.14%12-mo yield$114 · $701 on $10k7.01%

−8.9%Worst dropSmaller wins−3.6%

13.6%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SIO

1.0%JNJ0.2%

1.0%XOM0.2%

0.4%IBM0.2%

0.4%RTX0.2%

Held in common1.1%

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	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
2	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
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$306M

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	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
2	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
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$306M

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 SIO

IVV

iShares Core S&P 500

$17,151

SIO

Touchstone Strategic Income

[…]

MeasureIVVSIO

Fee0.03%0.82%

Cost on $10k a year$3$82

Yield1.14%7.01%

5 years, per year+11.4%[…]

3 years, per year+22.1%+7.9%

Worst drop · 1Y−8.9%−3.6%

Volatility · 1Y13.6%4.0%

3–2measures won
SIO first

1.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IVV, SIO, SPY

Today

99.9%most shared, IVV and SPY

IVVSIOSPY

IVV—1.1%99.9%

SIO1.1%—1.1%

SPY99.9%1.1%—

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

Income After Fees on $10,000

$619most kept, SIO

SIO$701 − $82 = $619

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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