IVV vs USAF

AIVV

BUSAF

Measures won1–3USAF wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income2.43%USAF · $243 on $10k

Smallest drop−4.4%USAF · worst fall in 1Y

Held in common0.8%IVV and USAF

IVV

USAF

iShares Core S&P 500 ETF · $850BThe 2023 ETF Series Trust - Atlas America Fund · $16M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $94 on $10k · lower wins0.94%

1.14%12-mo yield$114 · $243 on $10k2.43%

−8.9%Worst dropSmaller wins−4.4%

13.6%VolatilityLower wins5.8%

1–3USAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · USAF

0.3%WELL0.9%

0.2%EQIX0.9%

0.1%AMT0.9%

0.1%DLR0.9%

Held in common0.8%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk	0.94%	2.43%	−0.4%	+2.9%	+3.9%	new	new	−4.4%	$16M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk	0.94%	2.43%	−0.4%	+2.9%	+3.9%	new	new	−4.4%	$16M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs USAF

IVV

iShares Core S&P 500

$17,151

USAF

The 2023 ETF Series Trust - Atlas America Fund

[…]

MeasureIVVUSAF

Fee0.03%0.94%

Cost on $10k a year$3$94

Yield1.14%2.43%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−4.4%

Volatility · 1Y13.6%5.8%

3–1measures won
USAF first

0.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, USAF, VTI

Today

86.5%most shared, IVV and VTI

IVVUSAFVTI

IVV—0.8%86.5%

USAF0.8%—0.7%

VTI86.5%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, USAF

USAF$243 − $94 = $149

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee