IVV vs SLX

AIVV

BSLX

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$20,844SLX · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.37%SLX · $137 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.1%IVV and SLX

IVV

SLX

iShares Core S&P 500 ETF · $853BVanEck Steel ETF · $146M

+21.8%3 years · per year$18,084 · $16,453+18.1%

+11.4%5 years · per year$17,177 · $20,844+15.8%

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.14%12-mo yield$114 · $137 on $10k1.37%

−8.9%Worst dropSmaller wins−16.3%

13.6%VolatilityLower wins24.2%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SLX

0.1%NUE7.1%

0.0%STLD5.3%

Held in common0.1%

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 Three

5Y3 funds

#
1	BSLX	VanEck Steel ETFRead Desk	0.55%	1.37%	+0.1%	+13.5%	+26.8%	+18.1%	+15.8%	−16.3%	$146M
2	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
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSLX	VanEck Steel ETFRead Desk	0.55%	1.37%	+0.1%	+13.5%	+26.8%	+18.1%	+15.8%	−16.3%	$146M
2	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
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 SLX

IVV

iShares Core S&P 500

$17,177

SLX

VanEck Steel

$20,844

MeasureIVVSLX

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.14%1.37%

5 years, per year+11.4%+15.8%

3 years, per year+21.8%+18.1%

Worst drop · 1Y−8.9%−16.3%

Volatility · 1Y13.6%24.2%

4–2measures won
IVV first

0.1%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, SLX, VOO

Today

92.2%most shared, IVV and VOO

IVVSLXVOO

IVV—0.1%92.2%

SLX0.1%—0.1%

VOO92.2%0.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SLX$137 − $55 = $82

KeptFee

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