IVV vs SWP

AIVV

BSWP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income9.80%SWP · $980 on $10k

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

Held in common32.2%IVV and SWP

IVV

SWP

iShares Core S&P 500 ETF · $853BManager Directed Portfolios - SWP Growth & Income ETF · $142M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $99 on $10k · lower wins0.99%

1.14%12-mo yield$114 · $980 on $10k9.80%

−8.9%Worst dropSmaller wins−10.0%

13.6%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SWP

6.3%MSFT6.1%

7.9%AAPL5.0%

6.9%NVDA3.7%

2.6%GOOGL2.9%

Held in common32.2%

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 Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$142M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	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
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$142M

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 SWP

IVV

iShares Core S&P 500

$17,177

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

MeasureIVVSWP

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.14%9.80%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−10.0%

Volatility · 1Y13.6%12.9%

2–2measures won
level

32.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, SWP, SPY

Today

99.9%most shared, IVV and SPY

IVVSWPSPY

IVV—32.2%99.9%

SWP32.2%—32.2%

SPY99.9%32.2%—

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

Income After Fees on $10,000

$881most kept, SWP

SWP$980 − $99 = $881

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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