IVV vs TOPC

AIVV

BTOPC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.0%TOPC · worst fall in 1Y

Held in common85.2%IVV and TOPC

IVV

TOPC

iShares Core S&P 500 ETF · $853BiShares S&P 500 3% Capped ETF · $32M

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

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

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.14%12-mo yield$114 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.0%

13.6%VolatilityLower wins13.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TOPC

7.9%AAPL3.4%

6.3%MSFT3.4%

4.0%AMZN3.2%

6.9%NVDA2.5%

Held in common85.2%

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%	$777.7B
3	BTOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.06%	+0.2%	+9.2%	+10.6%	new	new	−8.0%	$32M

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%	$777.7B
3	BTOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.06%	+0.2%	+9.2%	+10.6%	new	new	−8.0%	$32M

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 TOPC

IVV

iShares Core S&P 500

$17,177

TOPC

iShares S&P 500 3% Capped

[…]

MeasureIVVTOPC

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.14%1.06%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−8.0%

Volatility · 1Y13.6%13.0%

2–1measures won
TOPC first

85.2%

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%

$178BAssets$778B

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, TOPC, SPY

Today

99.9%most shared, IVV and SPY

IVVTOPCSPY

IVV—85.2%99.9%

TOPC85.2%—85.2%

SPY99.9%85.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

TOPC$106 − $15 = $91

KeptFee

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