IVV vs TCAL

AIVV

BTCAL

Measures won1–3TCAL wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income11.55%TCAL · $1,155 on $10k

Smallest drop−7.0%TCAL · worst fall in 1Y

Held in common9.0%IVV and TCAL

IVV

TCAL

iShares Core S&P 500 ETF · $875BT. Rowe Price Capital Appreciation Premium Income ETF · $321M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $34 on $10k · lower wins0.34%

1.11%12-mo yield$111 · $1,155 on $10k11.55%

−8.9%Worst dropSmaller wins−7.0%

13.8%VolatilityLower wins10.4%

1–3TCAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TCAL

0.6%PG0.9%

0.6%CSCO1.0%

0.5%PM0.6%

0.6%MRK0.4%

Held in common9.0%

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 Three

5Y3 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%	$875.2B
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	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.55%	+1.6%	+10.0%	+11.4%	new	new	−7.0%	$321M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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	BTCAL	T. Rowe Price Capital Appreciation Premium Income ETFRead Desk	0.34%	11.55%	+1.6%	+10.0%	+11.4%	new	new	−7.0%	$321M

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 TCAL

IVV

iShares Core S&P 500

$17,545

TCAL

T. Rowe Price Capital Appreciation Premium Income

[…]

MeasureIVVTCAL

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.11%11.55%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−7.0%

Volatility · 1Y13.8%10.4%

3–1measures won
TCAL first

9.0%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, TCAL, SPY

Today

99.9%most shared, IVV and SPY

IVVTCALSPY

IVV—9.0%99.9%

TCAL9.0%—9.0%

SPY99.9%9.0%—

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

Income After Fees on $10,000

$1,121most kept, TCAL

TCAL$1,155 − $34 = $1,121

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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