IVV vs SIZE

AIVV

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

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 common42.1%IVV and SIZE

IVV

SIZE

iShares Core S&P 500 ETF · $850BiShares MSCI USA Size Factor ETF · $426M

+21.8%3 years · per year$18,084 · $16,431+18.0%

+11.4%5 years · per year$17,177 · $14,104+7.1%

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 four, one scale

Shared top holdingsIVV · SIZE

0.4%TMO0.3%

0.3%ACN0.3%

0.3%CRWD0.3%

0.4%AMGN0.2%

Held in common42.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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 SIZE

IVV

iShares Core S&P 500

$17,177

SIZE

iShares MSCI USA Size Factor

$14,104

MeasureIVVSIZE

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.14%1.39%

5 years, per year+11.4%+7.1%

3 years, per year+21.8%+18.0%

Worst drop · 1Y−8.9%−8.0%

Volatility · 1Y13.6%13.2%

3–3measures won
level

42.1%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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, SIZE, VOO, VUG

Today

92.2%most shared, IVV and VOO

IVVSIZEVOOVUG

IVV—42.1%92.2%54.8%

SIZE42.1%—39.8%17.5%

VOO92.2%39.8%—58.2%

VUG54.8%17.5%58.2%—

End-of-day Nov 6, 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

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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