IVV vs VTI

AIVV

BVTI

Measures won4–0IVV wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common86.0%IVV and VTI

IVV

VTI

iShares Core S&P 500 ETF · $875BVanguard Morningstar Total Stock Market ETF · $689B

+22.0%3 years · per year$18,159 · $18,090+21.8%

+11.9%5 years · per year$17,545 · $16,697+10.8%

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

1.11%12-mo yield$111 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.9%

4–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VTI

7.1%NVDA7.1%

7.9%AAPL6.6%

6.2%MSFT5.2%

4.0%AMZN3.3%

Held in common86.0%

End-of-day Nov 9, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs VTI

IVV

iShares Core S&P 500

$17,545

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureIVVVTI

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.11%1.06%

5 years, per year+11.9%+10.8%

3 years, per year+22.0%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%13.9%

3–0measures won
IVV first

86.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

Overlap: IVV, VTI, XLE

Today

86.0%most shared, IVV and VTI

IVVVTIXLE

IVV—86.0%3.5%

VTI86.0%—3.0%

XLE3.5%3.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee