IVV vs VO

AIVV

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common16.2%IVV and VO

IVV

iShares Core S&P 500 ETF · $853BVanguard Morningstar Mid-Cap ETF · $103B

+21.8%3 years · per year$18,084 · $16,701+18.6%

+11.4%5 years · per year$17,177 · $13,590+6.3%

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

1.14%12-mo yield$114 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−8.2%

13.6%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VO

0.2%NEM0.6%

0.2%MPC1.1%

0.2%VLO1.1%

0.2%PSX1.0%

Held in common16.2%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

IVV

iShares Core S&P 500

$17,177

Vanguard Morningstar Mid-Cap

$13,590

MeasureIVVVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.14%1.39%

5 years, per year+11.4%+6.3%

3 years, per year+21.8%+18.6%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y13.6%12.9%

3–2measures won
VO first

16.2%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, VO, VOO

Today

92.2%most shared, IVV and VOO

IVVVOVOO

IVV—16.2%92.2%

VO16.2%—15.4%

VOO92.2%15.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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