IVV vs VO

AIVV

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VO $14,290

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.1%IVV and VO

IVV

iShares Core S&P 500 ETF · $887BVanguard Morningstar Mid-Cap ETF · $103B

+24.2%3 years · per year$19,178 · $17,578+20.7%

+12.6%5 years · per year$18,118 · $14,290+7.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−8.2%

12.9%VolatilityLower wins12.4%

2–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VO

0.2%MPC1.1%

0.2%NEM0.6%

0.2%VLO1.1%

0.2%PSX1.0%

Held in common16.1%

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%	$886.8B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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%	$886.8B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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 VO

IVV

iShares Core S&P 500

$18,118

Vanguard Morningstar Mid-Cap

$14,290

MeasureIVVVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.09%1.34%

5 years, per year+12.6%+7.4%

3 years, per year+24.2%+20.7%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y12.9%12.4%

3–2measures won
VO first

16.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

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$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, VO

Today

16.1%most shared, IVV and VO

IVVVO

IVV—16.1%

VO16.1%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IVV$109 − $3 = $106

KeptFee

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