IVV vs SPYV

AIVV

BSPYV

Measures won2–3SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPYV $17,125

Lowest cost0.03%IVV · $3 on $10k

Most income1.68%SPYV · $168 on $10k

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

Held in common61.5%IVV and SPYV

IVV

SPYV

iShares Core S&P 500 ETF · $850BState Street SPDR Portfolio S&P 500 Value ETF · $39.3B

+21.8%3 years · per year$18,084 · $16,365+17.8%

+11.4%5 years · per year$17,177 · $17,125+11.4%

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

1.14%12-mo yield$114 · $168 on $10k1.68%

−8.9%Worst dropSmaller wins−6.2%

13.6%VolatilityLower wins10.2%

2–3SPYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SPYV

7.9%AAPL8.4%

4.0%AMZN4.0%

1.5%TSLA1.2%

1.1%V1.1%

Held in common61.5%

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 Three

5Y3 funds

#
1	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
2	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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
2	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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 SPYV

IVV

iShares Core S&P 500

$17,177

SPYV

SPDR Portfolio S&P 500 Value

$17,125

MeasureIVVSPYV

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.14%1.68%

5 years, per year+11.4%+11.4%

3 years, per year+21.8%+17.8%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.6%10.2%

3–2measures won
SPYV first

61.5%

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

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

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

Overlap: IVV, SPYV, SPY

Today

99.9%most shared, IVV and SPY

IVVSPYVSPY

IVV—61.5%99.9%

SPYV61.5%—61.5%

SPY99.9%61.5%—

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

Income After Fees on $10,000

$164most kept, SPYV

SPYV$168 − $4 = $164

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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