IVV vs SIXL

AIVV

BSIXL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.10%SIXL · $210 on $10k

Smallest drop−8.5%SIXL · worst fall in 1Y

Held in common10.9%IVV and SIXL

IVV

SIXL

iShares Core S&P 500 ETF · $850BETC 6 Meridian Low Beta Equity ETF · $210M

+21.8%3 years · per year$18,084 · $13,728+11.1%

+11.4%5 years · per year$17,177 · $12,578+4.7%

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

1.14%12-mo yield$114 · $210 on $10k2.10%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SIXL

0.9%WMT0.5%

0.7%COST0.5%

0.8%ABBV0.5%

0.6%PG0.5%

Held in common10.9%

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BSIXL	ETC 6 Meridian Low Beta Equity ETFRead Desk	0.31%	2.10%	−1.5%	+11.7%	+12.6%	+11.1%	+4.7%	−8.5%	$210M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BSIXL	ETC 6 Meridian Low Beta Equity ETFRead Desk	0.31%	2.10%	−1.5%	+11.7%	+12.6%	+11.1%	+4.7%	−8.5%	$210M

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 SIXL

IVV

iShares Core S&P 500

$17,177

SIXL

ETC 6 Meridian Low Beta Equity

$12,578

MeasureIVVSIXL

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%2.10%

5 years, per year+11.4%+4.7%

3 years, per year+21.8%+11.1%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%10.8%

3–3measures won
level

10.9%

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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, SIXL, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVSIXLSPYVOO

IVV—10.9%99.9%92.2%

SIXL10.9%—10.9%9.9%

SPY99.9%10.9%—92.2%

VOO92.2%9.9%92.2%—

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

Income After Fees on $10,000

$179most kept, SIXL

SIXL$210 − $31 = $179

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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