IVV vs SSUS

AIVV

BSSUS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common11.1%IVV and SSUS

IVV

SSUS

iShares Core S&P 500 ETF · $887BStrategy Shares Day Hagan Smart Sector ETF · $600M

+22.1%3 years · per year$18,221 · $16,456+18.1%

+11.4%5 years · per year$17,151 · $15,472+9.1%

0.03%Expense ratio$3 · $77 on $10k · lower wins0.77%

1.14%12-mo yield$114 · $47 on $10k0.47%

−8.9%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins14.5%

6–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SSUS

6.2%MSFT2.8%

7.7%AAPL2.3%

7.3%NVDA2.1%

2.6%GOOGL2.0%

Held in common11.1%

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 Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
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%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
4	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M

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

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
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%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
4	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M

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 SSUS

IVV

iShares Core S&P 500

$17,152

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

MeasureIVVSSUS

Fee0.03%0.77%

Cost on $10k a year$3$77

Yield1.14%0.47%

5 years, per year+11.4%+9.1%

3 years, per year+22.1%+18.1%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.6%14.5%

6–0measures won
IVV first

11.1%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, SSUS, SPY, QQQ

Today

99.9%most shared, IVV and SPY

IVVSSUSSPYQQQ

IVV—11.1%99.9%52.8%

SSUS11.1%—11.1%11.1%

SPY99.9%11.1%—52.8%

QQQ52.8%11.1%52.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

QQQ$48 − $18 = $30

SSUS$47 − $77 = −$30

KeptFee

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