IVV vs VGVT

AIVV

BVGVT

Measures won1–3VGVT wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income4.61%VGVT · $461 on $10k

Smallest drop−4.5%VGVT · worst fall in 1Y

Held in common[…]IVV and VGVT

IVV

VGVT

iShares Core S&P 500 ETF · $887BVanguard Government Securities Active ETF · $38M

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

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

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

1.14%12-mo yield$114 · $461 on $10k4.61%

−8.9%Worst dropSmaller wins−4.5%

13.6%VolatilityLower wins3.3%

1–3VGVT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VGVT

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

Held in common[…]

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BVGVT	Vanguard Government Securities Active ETFRead Desk	0.10%	4.61%	+0.3%	−0.1%	+0.5%	new	new	−4.5%	$38M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BVGVT	Vanguard Government Securities Active ETFRead Desk	0.10%	4.61%	+0.3%	−0.1%	+0.5%	new	new	−4.5%	$38M

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 VGVT

IVV

iShares Core S&P 500

$17,151

VGVT

Vanguard Government Securities Active

[…]

MeasureIVVVGVT

Fee0.03%0.10%

Cost on $10k a year$3$10

Yield1.14%4.61%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−4.5%

Volatility · 1Y13.6%3.3%

3–1measures won
VGVT first

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, VGVT, VOO

Today

93.5%most shared, IVV and VOO

IVVVGVTVOO

IVV—[…]93.5%

VGVT[…]—[…]

VOO93.5%[…]—

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

Income After Fees on $10,000

$451most kept, VGVT

VGVT$461 − $10 = $451

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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