IVV vs SMMV

AIVV

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.58%SMMV · $158 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.3%IVV and SMMV

IVV

SMMV

iShares Core S&P 500 ETF · $853BiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+21.8%3 years · per year$18,084 · $15,003+14.5%

+11.4%5 years · per year$17,177 · $13,312+5.9%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.14%12-mo yield$114 · $158 on $10k1.58%

−8.9%Worst dropSmaller wins−7.0%

13.6%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SMMV

0.0%TYL0.4%

0.0%ALLE0.2%

0.0%APA0.3%

0.0%AIZ0.5%

Held in common0.3%

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%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M

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%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M

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 SMMV

IVV

iShares Core S&P 500

$17,177

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureIVVSMMV

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.14%1.58%

5 years, per year+11.4%+5.9%

3 years, per year+21.8%+14.5%

Worst drop · 1Y−8.9%−7.0%

Volatility · 1Y13.6%9.8%

3–3measures won
level

0.3%

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, SMMV, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVSMMVVOOSPY

IVV—0.3%92.2%99.9%

SMMV0.3%—0.3%0.3%

VOO92.2%0.3%—92.2%

SPY99.9%0.3%92.2%—

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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