VIG vs IVV

AVIG

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VIG $16,243

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common42.8%VIG and IVV

VIG

IVV

Vanguard Dividend Appreciation ETF · $109BiShares Core S&P 500 ETF · $850B

+18.6%3 years · per year$16,669 · $18,084+21.8%

+10.2%5 years · per year$16,243 · $17,177+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $114 on $10k1.14%

−7.9%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · IVV

4.9%MSFT6.3%

4.9%AAPL7.9%

4.3%AVGO2.2%

4.1%LLY1.7%

Held in common42.8%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	TIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

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

VIG vs IVV

VIG

Vanguard Dividend Appreciation

$16,243

IVV

iShares Core S&P 500

$17,177

MeasureVIGIVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.50%1.14%

5 years, per year+10.2%+11.4%

3 years, per year+18.6%+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.8%13.6%

3–3measures won
level

42.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, TIZE, VIG

Today

42.8%most shared, IVV and VIG

IVVTIZEVIG

IVV—[…]42.8%

TIZE[…]—[…]

VIG42.8%[…]—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVV$114 − $3 = $111

TIZE$76 − $40 = $36

KeptFee

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