IVV vs SMOG

AIVV

BSMOG

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SMOG $7,962

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%SMOG · $155 on $10k

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

Held in common1.9%IVV and SMOG

IVV

SMOG

iShares Core S&P 500 ETF · $853BVanEck Low Carbon Energy ETF · $126M

+21.8%3 years · per year$18,084 · $14,560+13.3%

+11.4%5 years · per year$17,177 · $7,962−4.5%

0.03%Expense ratio$3 · $64 on $10k · lower wins0.64%

1.14%12-mo yield$114 · $155 on $10k1.55%

−8.9%Worst dropSmaller wins−18.0%

13.6%VolatilityLower wins22.8%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SMOG

1.5%TSLA8.0%

0.3%NEE8.0%

0.1%BE4.0%

0.0%FSLR3.1%

Held in common1.9%

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

Both

5Y2 funds

#			Trend
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	BSMOG	VanEck Low Carbon Energy ETFRead Desk		0.64%	1.55%	+1.0%	+1.3%	−2.9%	+13.3%	−4.5%	−18.0%	$126M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSMOG	VanEck Low Carbon Energy ETFRead Desk		0.64%	1.55%	+1.0%	+1.3%	−2.9%	+13.3%	−4.5%	−18.0%	$126M

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 SMOG

IVV

iShares Core S&P 500

$17,177

SMOG

VanEck Low Carbon Energy

$7,962

MeasureIVVSMOG

Fee0.03%0.64%

Cost on $10k a year$3$64

Yield1.14%1.55%

5 years, per year+11.4%−4.5%

3 years, per year+21.8%+13.3%

Worst drop · 1Y−8.9%−18.0%

Volatility · 1Y13.6%22.8%

5–1measures won
IVV first

1.9%

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

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

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, SMOG

Today

1.9%most shared, IVV and SMOG

IVVSMOG

IVV—1.9%

SMOG1.9%—

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

SMOG$155 − $64 = $91

KeptFee

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