IVV vs VGMS

AIVV

BVGMS

Measures won1–3VGMS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.55%VGMS · $555 on $10k

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%IVV and VGMS

IVV

VGMS

iShares Core S&P 500 ETF · $850BVanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M

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

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

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.14%12-mo yield$114 · $555 on $10k5.55%

−8.9%Worst dropSmaller wins−2.7%

13.6%VolatilityLower wins3.4%

1–3VGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VGMS

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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%	$850.0B
2	BVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	0.0%	+1.0%	+2.4%	new	new	−2.7%	$298M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	0.0%	+1.0%	+2.4%	new	new	−2.7%	$298M

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 VGMS

IVV

iShares Core S&P 500

$17,177

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

MeasureIVVVGMS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.14%5.55%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−2.7%

Volatility · 1Y13.6%3.4%

3–1measures won
VGMS first

0.0%

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%

$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

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, VGMS

Today

0.0%most shared, IVV and VGMS

IVVVGMS

IVV—0.0%

VGMS0.0%—

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

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

IVV$114 − $3 = $111

KeptFee

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