IVV vs SPYV

AIVV

BSPYV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPYV $17,769

Lowest cost0.03%IVV · $3 on $10k

Most income1.62%SPYV · $162 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common60.3%IVV and SPYV

IVV

SPYV

iShares Core S&P 500 ETF · $872BState Street SPDR Portfolio S&P 500 Value ETF · $39.0B

+24.2%3 years · per year$19,178 · $17,206+19.8%

+12.6%5 years · per year$18,118 · $17,769+12.2%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.09%12-mo yield$109 · $162 on $10k1.62%

−8.9%Worst dropSmaller wins−6.2%

12.9%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SPYV

7.4%AAPL8.0%

3.8%AMZN3.8%

1.7%TSLA1.4%

1.1%XOM2.4%

Held in common60.3%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$39.0B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SPYV

IVV

iShares Core S&P 500

$18,118

SPYV

SPDR Portfolio S&P 500 Value

$17,769

MeasureIVVSPYV

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.09%1.62%

5 years, per year+12.6%+12.2%

3 years, per year+24.2%+19.8%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y12.9%9.8%

3–3measures won
level

60.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, SPYV

Today

60.3%most shared, IVV and SPYV

IVVSPYV

IVV—60.3%

SPYV60.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, SPYV

SPYV$162 − $4 = $158

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee