IVV vs SMMD

AIVV

BSMMD

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

Lowest cost0.03%IVV · $3 on $10k

Most income1.17%SMMD · $117 on $10k

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

Held in common1.2%IVV and SMMD

IVV

SMMD

iShares Core S&P 500 ETF · $853BiShares Russell 2500 ETF · $4.1B

+21.8%3 years · per year$18,084 · $17,204+19.8%

+11.4%5 years · per year$17,177 · $13,594+6.3%

0.03%Expense ratio$3 · $23 on $10k · lower wins0.23%

1.14%12-mo yield$114 · $117 on $10k1.17%

−8.9%Worst dropSmaller wins−9.7%

13.6%VolatilityLower wins17.0%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SMMD

0.0%PKG0.3%

0.0%VTRS0.3%

0.0%NI0.3%

0.0%SNA0.3%

Held in common1.2%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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 SMMD

IVV

iShares Core S&P 500

$17,177

SMMD

iShares Russell 2500

$13,594

MeasureIVVSMMD

Fee0.03%0.23%

Cost on $10k a year$3$23

Yield1.14%1.17%

5 years, per year+11.4%+6.3%

3 years, per year+21.8%+19.8%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.6%17.0%

5–1measures won
IVV first

1.2%

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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, SMMD, VUG

Today

54.8%most shared, IVV and VUG

IVVSMMDVUG

IVV—1.2%54.8%

SMMD1.2%—0.0%

VUG54.8%0.0%—

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

SMMD$117 − $23 = $94

VUG$42 − $3 = $39

KeptFee

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