IVV vs SPTM

AIVV

BSPTM

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPTM $17,251

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common92.4%IVV and SPTM

IVV

SPTM

iShares Core S&P 500 ETF · $875BState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B

+22.0%3 years · per year$18,159 · $17,985+21.6%

+11.9%5 years · per year$17,545 · $17,251+11.5%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $107 on $10k1.07%

−8.9%Worst dropSmaller wins−8.7%

13.8%VolatilityLower wins13.6%

3–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SPTM

7.9%AAPL7.3%

7.1%NVDA6.6%

6.2%MSFT5.7%

4.0%AMZN3.7%

Held in common92.4%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SPTM

IVV

iShares Core S&P 500

$17,545

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,251

MeasureIVVSPTM

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.11%1.07%

5 years, per year+11.9%+11.5%

3 years, per year+22.0%+21.6%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.8%13.6%

2–2measures won
level

92.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, SPTM

Today

92.4%most shared, IVV and SPTM

IVVSPTM

IVV—92.4%

SPTM92.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPTM$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee