IVV vs SNPD

AIVV

BSNPD

Measures won2–3SNPD wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income3.10%SNPD · $310 on $10k

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

Held in common10.4%IVV and SNPD

IVV

SNPD

iShares Core S&P 500 ETF · $850BXtrackers S&P Dividend Aristocrats Screened ETF · $4M

+21.8%3 years · per year$18,084 · $14,964+14.4%

+11.4%5 years · per year$17,177 · […][…]

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

1.14%12-mo yield$114 · $310 on $10k3.10%

−8.9%Worst dropSmaller wins−8.7%

13.6%VolatilityLower wins12.4%

2–3SNPD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SNPD

1.1%XOM1.7%

0.8%ABBV1.5%

0.6%PG1.2%

0.6%KO1.4%

Held in common10.4%

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.10%	−1.1%	+18.3%	+22.3%	+14.4%	new	−8.7%	$4M

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.10%	−1.1%	+18.3%	+22.3%	+14.4%	new	−8.7%	$4M

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 SNPD

IVV

iShares Core S&P 500

$17,177

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

MeasureIVVSNPD

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.14%3.10%

5 years, per year+11.4%[…]

3 years, per year+21.8%+14.4%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.6%12.4%

3–2measures won
SNPD first

10.4%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, SNPD, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSNPDVOOSPYM

IVV—10.4%92.2%99.9%

SNPD10.4%—9.4%10.4%

VOO92.2%9.4%—92.2%

SPYM99.9%10.4%92.2%—

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

Income After Fees on $10,000

$295most kept, SNPD

SNPD$310 − $15 = $295

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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