IVV vs VIG

AIVV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VIG $17,005

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common42.5%IVV and VIG

IVV

VIG

iShares Core S&P 500 ETF · $872BVanguard Dividend Appreciation ETF · $109B

+24.2%3 years · per year$19,178 · $17,533+20.6%

+12.6%5 years · per year$18,118 · $17,005+11.2%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.09%12-mo yield$109 · $144 on $10k1.44%

−8.9%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VIG

5.9%MSFT4.9%

7.4%AAPL4.9%

2.4%AVGO4.3%

1.7%LLY4.1%

Held in common42.5%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs VIG

IVV

iShares Core S&P 500

$18,118

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIVVVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.09%1.44%

5 years, per year+12.6%+11.2%

3 years, per year+24.2%+20.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y12.9%10.2%

3–3measures won
level

42.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

Overlap: IVV, VIG

Today

42.5%most shared, IVV and VIG

IVVVIG

IVV—42.5%

VIG42.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee