IVV vs SOXX

AIVV

BSOXX

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common14.2%IVV and SOXX

IVV

SOXX

iShares Core S&P 500 ETF · $850BiShares Semiconductor ETF · $37.6B

+21.8%3 years · per year$18,084 · $27,604+40.3%

+11.4%5 years · per year$17,177 · $26,892+21.9%

0.03%Expense ratio$3 · $33 on $10k · lower wins0.33%

1.14%12-mo yield$114 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins−39.5%

13.6%VolatilityLower wins49.4%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SOXX

6.9%NVDA8.5%

2.2%AVGO8.1%

1.2%MU7.1%

1.0%AMD8.9%

Held in common14.2%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
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%	$850.0B

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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
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%	$850.0B

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 SOXX

IVV

iShares Core S&P 500

$17,177

SOXX

iShares Semiconductor

$26,892

MeasureIVVSOXX

Fee0.03%0.33%

Cost on $10k a year$3$33

Yield1.14%0.76%

5 years, per year+11.4%+21.9%

3 years, per year+21.8%+40.3%

Worst drop · 1Y−8.9%−39.5%

Volatility · 1Y13.6%49.4%

4–2measures won
IVV first

14.2%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, SOXX

Today

14.2%most shared, IVV and SOXX

IVVSOXX

IVV—14.2%

SOXX14.2%—

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

SOXX$76 − $33 = $43

KeptFee

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