IVV vs TPOR

AIVV

BTPOR

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common1.3%IVV and TPOR

IVV

TPOR

iShares Core S&P 500 ETF · $875BDirexion Daily Transportation Bull 3X ETF · $16M

+22.0%3 years · per year$18,159 · $17,485+20.5%

+11.9%5 years · per year$17,545 · $7,637−5.2%

0.03%Expense ratio$3 · $112 on $10k · lower wins1.12%

1.11%12-mo yield$111 · $81 on $10k0.81%

−8.9%Worst dropSmaller wins−35.3%

13.8%VolatilityLower wins60.8%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TPOR

0.3%UNP3.9%

0.2%UBER3.2%

0.1%CSX2.1%

0.1%UPS1.1%

Held in common1.3%

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	BTPOR	Direxion Daily Transportation Bull 3X ETFRead Desk	1.12%	0.81%	+10.1%	+18.9%	+34.4%	+20.5%	−5.2%	−35.3%	$16M

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	BTPOR	Direxion Daily Transportation Bull 3X ETFRead Desk	1.12%	0.81%	+10.1%	+18.9%	+34.4%	+20.5%	−5.2%	−35.3%	$16M

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 TPOR

IVV

iShares Core S&P 500

$17,545

TPOR

Direxion Daily Transportation Bull 3X

$7,637

MeasureIVVTPOR

Fee0.03%1.12%

Cost on $10k a year$3$112

Yield1.11%0.81%

5 years, per year+11.9%−5.2%

3 years, per year+22.0%+20.5%

Worst drop · 1Y−8.9%−35.3%

Volatility · 1Y13.8%60.8%

6–0measures won
IVV first

1.3%

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, TPOR, SPY

Today

99.9%most shared, IVV and SPY

IVVTPORSPY

IVV—1.3%99.9%

TPOR1.3%—1.3%

SPY99.9%1.3%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

TPOR$81 − $112 = −$31

KeptFee

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