IVV vs SRTY

AIVV

BSRTY

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income5.57%SRTY · $557 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%IVV and SRTY

IVV

SRTY

iShares Core S&P 500 ETF · $850BProShares - UltraPro Short Russell2000 · $81M

+21.8%3 years · per year$18,084 · $1,395−48.1%

+11.4%5 years · per year$17,177 · $1,925−28.1%

0.03%Expense ratio$3 · $110 on $10k · lower wins1.10%

1.14%12-mo yield$114 · $557 on $10k5.57%

−8.9%Worst dropSmaller wins−60.9%

13.6%VolatilityLower wins55.6%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SRTY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
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
4	BSRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$81M

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
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
4	BSRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	5.57%	−2.6%	−32.5%	−35.2%	−48.1%	−28.1%	−60.9%	$81M

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 SRTY

IVV

iShares Core S&P 500

$17,177

SRTY

ProShares - UltraPro Short Russell2000

$1,925

MeasureIVVSRTY

Fee0.03%1.10%

Cost on $10k a year$3$110

Yield1.14%5.57%

5 years, per year+11.4%−28.1%

3 years, per year+21.8%−48.1%

Worst drop · 1Y−8.9%−60.9%

Volatility · 1Y13.6%55.6%

5–1measures won
IVV first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, SRTY, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVSRTYSPYVOO

IVV—0.0%99.9%92.2%

SRTY0.0%—0.0%0.0%

SPY99.9%0.0%—92.2%

VOO92.2%0.0%92.2%—

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

Income After Fees on $10,000

$447most kept, SRTY

SRTY$557 − $110 = $447

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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