IVV vs STCE

AIVV

BSTCE

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income2.69%STCE · $269 on $10k

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

Held in common0.4%IVV and STCE

IVV

STCE

iShares Core S&P 500 ETF · $850BSchwab Crypto Thematic ETF · $140M

+22.1%3 years · per year$18,221 · $21,589+29.2%

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.14%12-mo yield$114 · $269 on $10k2.69%

−8.9%Worst dropSmaller wins−54.9%

13.6%VolatilityLower wins63.1%

3–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · STCE

0.1%HOOD2.8%

0.1%PYPL2.1%

0.1%XYZ4.4%

0.1%IBKR2.6%

Held in common0.4%

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	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
2	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%	$818.5B
3	BSTCE	Schwab Crypto Thematic ETFRead Desk	0.30%	2.69%	−9.9%	−29.8%	−52.4%	+29.2%	new	−54.9%	$140M

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	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
2	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%	$818.5B
3	BSTCE	Schwab Crypto Thematic ETFRead Desk	0.30%	2.69%	−9.9%	−29.8%	−52.4%	+29.2%	new	−54.9%	$140M

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 STCE

IVV

iShares Core S&P 500

$17,151

STCE

Schwab Crypto Thematic

[…]

MeasureIVVSTCE

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.14%2.69%

5 years, per year+11.4%[…]

3 years, per year+22.1%+29.2%

Worst drop · 1Y−8.9%−54.9%

Volatility · 1Y13.6%63.1%

3–2measures won
IVV first

0.4%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IVV, STCE, SPY

Today

99.9%most shared, IVV and SPY

IVVSTCESPY

IVV—0.4%99.9%

STCE0.4%—0.4%

SPY99.9%0.4%—

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

Income After Fees on $10,000

$239most kept, STCE

STCE$269 − $30 = $239

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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