IVV vs SIXH

AIVV

BSIXH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.76%SIXH · $176 on $10k

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

Held in common23.2%IVV and SIXH

IVV

SIXH

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

+22.0%3 years · per year$18,159 · $14,634+13.5%

+11.9%5 years · per year$17,545 · $16,501+10.5%

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

1.11%12-mo yield$111 · $176 on $10k1.76%

−8.9%Worst dropSmaller wins−3.5%

13.8%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SIXH

7.9%AAPL1.3%

2.1%META1.3%

1.7%LLY1.3%

1.2%MU3.1%

Held in common23.2%

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	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
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.76%	+1.7%	+16.7%	+21.2%	+13.5%	+10.5%	−3.5%	$621M

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	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
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.76%	+1.7%	+16.7%	+21.2%	+13.5%	+10.5%	−3.5%	$621M

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 SIXH

IVV

iShares Core S&P 500

$17,545

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,501

MeasureIVVSIXH

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.11%1.76%

5 years, per year+11.9%+10.5%

3 years, per year+22.0%+13.5%

Worst drop · 1Y−8.9%−3.5%

Volatility · 1Y13.8%8.8%

3–3measures won
level

23.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

Overlap: IVV, SIXH, VOO, VTI

Today

92.7%most shared, IVV and VOO

IVVSIXHVOOVTI

IVV—23.2%92.7%86.0%

SIXH23.2%—23.6%21.7%

VOO92.7%23.6%—89.0%

VTI86.0%21.7%89.0%—

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

Income After Fees on $10,000

$145most kept, SIXH

SIXH$176 − $31 = $145

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

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