IVV vs SRTY

AIVV

BSRTY

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income6.17%SRTY · $617 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 · $853BProShares - UltraPro Short Russell2000 · $76M

+22.0%3 years · per year$18,159 · $1,369−48.5%

+11.9%5 years · per year$17,545 · $1,888−28.4%

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

1.11%12-mo yield$111 · $617 on $10k6.17%

−8.9%Worst dropSmaller wins−60.9%

13.8%VolatilityLower wins56.3%

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 9, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	BSRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	6.17%	−9.6%	−39.0%	−44.4%	−48.5%	−28.4%	−60.9%	$76M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	BSRTY	ProShares - UltraPro Short Russell2000Read Desk	1.10%	6.17%	−9.6%	−39.0%	−44.4%	−48.5%	−28.4%	−60.9%	$76M

End-of-day Nov 9, 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

$17,545

SRTY

ProShares - UltraPro Short Russell2000

$1,888

MeasureIVVSRTY

Fee0.03%1.10%

Cost on $10k a year$3$110

Yield1.11%6.17%

5 years, per year+11.9%−28.4%

3 years, per year+22.0%−48.5%

Worst drop · 1Y−8.9%−60.9%

Volatility · 1Y13.8%56.3%

5–1measures won
IVV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, SRTY, VTI, SPY

Today

99.9%most shared, IVV and SPY

IVVSRTYVTISPY

IVV—0.0%86.0%99.9%

SRTY0.0%—0.0%0.0%

VTI86.0%0.0%—86.0%

SPY99.9%0.0%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$507most kept, SRTY

SRTY$617 − $110 = $507

IVV$111 − $3 = $108

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee