IVV vs SIO

AIVV

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income7.00%SIO · $700 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 · $853BTouchstone Strategic Income ETF · $306M

+22.0%3 years · per year$18,159 · $12,389+7.4%

+11.9%5 years · per year$17,545 · […][…]

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

1.11%12-mo yield$111 · $700 on $10k7.00%

−8.9%Worst dropSmaller wins−3.6%

13.8%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SIO

1.0%JNJ0.2%

1.1%XOM0.2%

0.4%IBM0.2%

0.4%RTX0.1%

Held in common1.1%

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 Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	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
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
4	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	0.0%	+0.5%	+1.4%	+7.4%	new	−3.6%	$306M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	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
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
4	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	0.0%	+0.5%	+1.4%	+7.4%	new	−3.6%	$306M

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 SIO

IVV

iShares Core S&P 500

$17,545

SIO

Touchstone Strategic Income

[…]

MeasureIVVSIO

Fee0.03%0.82%

Cost on $10k a year$3$82

Yield1.11%7.00%

5 years, per year+11.9%[…]

3 years, per year+22.0%+7.4%

Worst drop · 1Y−8.9%−3.6%

Volatility · 1Y13.8%4.0%

3–2measures won
SIO first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, SIO, SPYM, SPY

Today

99.9%most shared, IVV and SPYM

IVVSIOSPYMSPY

IVV—1.1%99.9%99.9%

SIO1.1%—1.1%1.1%

SPYM99.9%1.1%—99.9%

SPY99.9%1.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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