IVV vs SIXZ

AIVV

BSIXZ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−4.4%SIXZ · worst fall in 1Y

Held in common[…]IVV and SIXZ

IVV

SIXZ

iShares Core S&P 500 ETF · $875BAllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF · $64M

+22.0%3 years · per year$18,159 · […][…]

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

0.03%Expense ratio$3 · $74 on $10k · lower wins0.74%

1.11%12-mo yield$111 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−4.4%

13.8%VolatilityLower wins7.6%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SIXZ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$875.2B
3	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
4	BSIXZ	AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETFRead Desk	0.74%	0.00%	+1.4%	+8.8%	+10.8%	new	new	−4.4%	$64M

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%	$875.2B
3	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
4	BSIXZ	AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETFRead Desk	0.74%	0.00%	+1.4%	+8.8%	+10.8%	new	new	−4.4%	$64M

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 SIXZ

IVV

iShares Core S&P 500

$17,545

SIXZ

AllianzIM U.S. Equity 6 Month Buffer10 May/Nov

[…]

MeasureIVVSIXZ

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.11%0.00%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−4.4%

Volatility · 1Y13.8%7.6%

2–2measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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, SIXZ, SPYM, VOO

Today

99.9%most shared, IVV and SPYM

IVVSIXZSPYMVOO

IVV—[…]99.9%92.7%

SIXZ[…]—[…][…]

SPYM99.9%[…]—92.7%

VOO92.7%[…]92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SIXZ$0 − $74 = −$74

KeptFee

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