IVV vs SPVM

AIVV

BSPVM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPVM $16,998

Lowest cost0.03%IVV · $3 on $10k

Most income1.79%SPVM · $179 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common10.8%IVV and SPVM

iShares Core S&P 500 ETF · $872BInvesco S&P 500 Value with Momentum ETF · $143M

+21.9%3 years · per year$18,122 · $17,662+20.9%

+11.9%5 years · per year$17,530 · $16,999+11.2%

0.03%Expense ratio$3 · $44 on $10k · lower wins0.44%

1.10%12-mo yield$110 · $179 on $10k1.79%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+0.5%	+17.9%	+22.2%	+20.9%	+11.2%	−7.3%	$143M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+0.5%	+17.9%	+22.2%	+20.9%	+11.2%	−7.3%	$143M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,530

SPVM

Invesco S&P 500 Value with Momentum

$16,999

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