IVV vs USEP

AIVV

BUSEP

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · USEP $14,680

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−4.0%USEP · worst fall in 1Y

Held in common0.0%IVV and USEP

IVV

USEP

iShares Core S&P 500 ETF · $875BInnovator U.S. Equity Ultra Buffer ETF · $241M

+22.0%3 years · per year$18,159 · $14,230+12.5%

+11.9%5 years · per year$17,545 · $14,680+8.0%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.11%12-mo yield$111 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−4.0%

13.8%VolatilityLower wins6.1%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · USEP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	BUSEP	Innovator U.S. Equity Ultra Buffer ETFRead Desk		0.79%	0.00%	+1.0%	+6.2%	+7.8%	+12.5%	+8.0%	−4.0%	$241M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BUSEP	Innovator U.S. Equity Ultra Buffer ETFRead Desk		0.79%	0.00%	+1.0%	+6.2%	+7.8%	+12.5%	+8.0%	−4.0%	$241M

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 USEP

IVV

iShares Core S&P 500

$17,545

USEP

Innovator U.S. Equity Ultra Buffer

$14,680

MeasureIVVUSEP

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.11%0.00%

5 years, per year+11.9%+8.0%

3 years, per year+22.0%+12.5%

Worst drop · 1Y−8.9%−4.0%

Volatility · 1Y13.8%6.1%

4–2measures won
IVV first

0.0%

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, USEP

Today

0.0%most shared, IVV and USEP

IVVUSEP

IVV—0.0%

USEP0.0%—

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

USEP$0 − $79 = −$79

KeptFee

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