IVV vs SNPD

AIVV

BSNPD

Measures won2–3SNPD wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income3.04%SNPD · $304 on $10k

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

Held in common10.3%IVV and SNPD

IVV

SNPD

iShares Core S&P 500 ETF · $875BXtrackers S&P Dividend Aristocrats Screened ETF · $4M

+21.5%3 years · per year$17,934 · $14,806+14.0%

+11.7%5 years · per year$17,414 · […][…]

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

1.11%12-mo yield$111 · $304 on $10k3.04%

−8.9%Worst dropSmaller wins−8.7%

13.8%VolatilityLower wins12.5%

2–3SNPD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SNPD

1.0%XOM1.7%

0.8%ABBV1.5%

0.6%PG1.2%

0.6%KO1.4%

Held in common10.3%

End-of-day Nov 10, 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
4	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.04%	+0.1%	+20.7%	+24.3%	+14.0%	new	−8.7%	$4M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
4	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.04%	+0.1%	+20.7%	+24.3%	+14.0%	new	−8.7%	$4M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SNPD

IVV

iShares Core S&P 500

$17,414

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

MeasureIVVSNPD

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.11%3.04%

5 years, per year+11.7%[…]

3 years, per year+21.5%+14.0%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.8%12.5%

3–2measures won
SNPD first

10.3%

holdings shared

Nov 10, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: IVV, SNPD, SPY, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSNPDSPYSPYM

IVV—10.3%99.9%99.9%

SNPD10.3%—10.3%10.3%

SPY99.9%10.3%—99.9%

SPYM99.9%10.3%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$289most kept, SNPD

SNPD$304 − $15 = $289

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee