IVV vs SVAL

AIVV

BSVAL

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income2.15%SVAL · $215 on $10k

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

Held in common0.0%IVV and SVAL

IVV

SVAL

iShares Core S&P 500 ETF · $872BiShares US Small Cap Value Factor ETF · $163M

+24.2%3 years · per year$19,178 · $18,358+22.4%

+12.6%5 years · per year$18,118 · $15,861+9.7%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.09%12-mo yield$109 · $215 on $10k2.15%

−8.9%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins14.9%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SVAL

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

Held in common0.0%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SVAL

IVV

iShares Core S&P 500

$18,118

SVAL

iShares US Small Cap Value Factor

$15,861

MeasureIVVSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.09%2.15%

5 years, per year+12.6%+9.7%

3 years, per year+24.2%+22.4%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y12.9%14.9%

5–1measures won
IVV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, SVAL, VOO

Today

94.5%most shared, IVV and VOO

IVVSVALVOO

IVV—0.0%94.5%

SVAL0.0%—0.0%

VOO94.5%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee