IVV vs VLU

AIVV

BVLU

Measures won1–5VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.64%VLU · $164 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common60.1%IVV and VLU

IVV

VLU

iShares Core S&P 500 ETF · $853BState Street SPDR S&P 1500 Value Tilt ETF · $776M

+21.8%3 years · per year$18,084 · $18,179+22.0%

+11.4%5 years · per year$17,177 · $17,711+12.1%

0.03%Expense ratio$3 · $12 on $10k · lower wins0.12%

1.14%12-mo yield$114 · $164 on $10k1.64%

−8.9%Worst dropSmaller wins−6.3%

13.6%VolatilityLower wins10.8%

1–5VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VLU

6.3%MSFT3.2%

4.0%AMZN2.8%

7.9%AAPL2.2%

1.7%BRK-B2.9%

Held in common60.1%

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	BVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	BVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 VLU

IVV

iShares Core S&P 500

$17,177

VLU

SPDR S&P 1500 Value Tilt

$17,711

MeasureIVVVLU

Fee0.03%0.12%

Cost on $10k a year$3$12

Yield1.14%1.64%

5 years, per year+11.4%+12.1%

3 years, per year+21.8%+22.0%

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.6%10.8%

5–1measures won
VLU first

60.1%

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%

$178BAssets$778B

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$853B

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, VLU

Today

60.1%most shared, IVV and VLU

IVVVLU

IVV—60.1%

VLU60.1%—

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

Income After Fees on $10,000

$152most kept, VLU

VLU$164 − $12 = $152

IVV$114 − $3 = $111

KeptFee

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