IVV vs SIZE

AIVV

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common41.9%IVV and SIZE

IVV

SIZE

iShares Core S&P 500 ETF · $887BiShares MSCI USA Size Factor ETF · $441M

+22.1%3 years · per year$18,221 · $16,580+18.4%

+11.4%5 years · per year$17,151 · $14,165+7.2%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.14%12-mo yield$114 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−8.0%

13.6%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SIZE

0.4%TMO0.3%

0.4%CRWD0.3%

0.4%AMGN0.2%

0.4%PANW0.2%

Held in common41.9%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

Cards for this view

IVV vs SIZE

IVV

iShares Core S&P 500

$17,152

SIZE

iShares MSCI USA Size Factor

$14,165

MeasureIVVSIZE

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.14%1.39%

5 years, per year+11.4%+7.2%

3 years, per year+22.1%+18.4%

Worst drop · 1Y−8.9%−8.0%

Volatility · 1Y13.6%13.2%

3–3measures won
level

41.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, SIZE, SPY

Today

99.9%most shared, IVV and SPY

IVVSIZESPY

IVV—41.9%99.9%

SIZE41.9%—41.9%

SPY99.9%41.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee