IVV vs SMLF

AIVV

BSMLF

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SMLF $15,777

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common1.1%IVV and SMLF

IVV

SMLF

iShares Core S&P 500 ETF · $887BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+22.1%3 years · per year$18,221 · $17,700+21.0%

+11.4%5 years · per year$17,151 · $15,777+9.5%

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

1.14%12-mo yield$114 · $102 on $10k1.02%

−8.9%Worst dropSmaller wins−8.7%

13.6%VolatilityLower wins17.4%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SMLF

0.1%P0.6%

0.0%WSM0.7%

0.0%FLEX0.5%

0.0%EME0.8%

Held in common1.1%

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

Both

5Y2 funds

#			Trend
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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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

Both

5Y2 funds

#			Trend
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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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 SMLF

IVV

iShares Core S&P 500

$17,152

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

MeasureIVVSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.14%1.02%

5 years, per year+11.4%+9.5%

3 years, per year+22.1%+21.0%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.6%17.4%

5–1measures won
IVV first

1.1%

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, SMLF

Today

1.1%most shared, IVV and SMLF

IVVSMLF

IVV—1.1%

SMLF1.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SMLF$102 − $15 = $87

KeptFee

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