IVV vs SPYV

AIVV

BSPYV

Measures won2–3SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.67%SPYV · $167 on $10k

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

Held in common60.8%IVV and SPYV

IVV

SPYV

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

+22.1%3 years · per year$18,221 · $16,576+18.3%

+11.4%5 years · per year$17,151 · $17,141+11.4%

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

1.14%12-mo yield$114 · $167 on $10k1.67%

−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

7.7%AAPL8.3%

3.9%AMZN4.0%

1.6%TSLA1.3%

1.1%V1.1%

Held in common60.8%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.67%	−2.8%	+12.8%	+15.9%	+18.3%	+11.4%	−6.2%	$39.3B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.67%	−2.8%	+12.8%	+15.9%	+18.3%	+11.4%	−6.2%	$39.3B

End-of-day Nov 5, 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

$17,152

SPYV

SPDR Portfolio S&P 500 Value

$17,141

MeasureIVVSPYV

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.14%1.67%

5 years, per year+11.4%+11.4%

3 years, per year+22.1%+18.3%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.6%10.2%

3–2measures won
SPYV first

60.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, SPYV, VOO

Today

93.5%most shared, IVV and VOO

IVVSPYVVOO

IVV—60.8%93.5%

SPYV60.8%—57.4%

VOO93.5%57.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$163most kept, SPYV

SPYV$167 − $4 = $163

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee