IVV vs SIXH

AIVV

BSIXH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SIXH $16,239

Lowest cost0.03%IVV · $3 on $10k

Most income1.79%SIXH · $179 on $10k

Smallest drop−3.5%SIXH · worst fall in 1Y

Held in common23.0%IVV and SIXH

IVV

SIXH

iShares Core S&P 500 ETF · $853BETC 6 Meridian Hedged Equity Index Option ETF · $621M

+21.8%3 years · per year$18,084 · $14,681+13.7%

+11.4%5 years · per year$17,177 · $16,239+10.2%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.14%12-mo yield$114 · $179 on $10k1.79%

−8.9%Worst dropSmaller wins−3.5%

13.6%VolatilityLower wins8.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SIXH

7.9%AAPL1.3%

2.1%META1.3%

1.7%LLY1.3%

1.2%MU2.9%

Held in common23.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.79%	0.0%	+14.7%	+19.6%	+13.7%	+10.2%	−3.5%	$621M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.79%	0.0%	+14.7%	+19.6%	+13.7%	+10.2%	−3.5%	$621M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SIXH

IVV

iShares Core S&P 500

$17,177

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,240

MeasureIVVSIXH

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%1.79%

5 years, per year+11.4%+10.2%

3 years, per year+21.8%+13.7%

Worst drop · 1Y−8.9%−3.5%

Volatility · 1Y13.6%8.6%

3–3measures won
level

23.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, SIXH

Today

23.0%most shared, IVV and SIXH

IVVSIXH

IVV—23.0%

SIXH23.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee