IVV vs VYM

AIVV

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VYM $17,002

Lowest cost0.03%IVV · $3 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common35.1%IVV and VYM

IVV

VYM

iShares Core S&P 500 ETF · $850BVanguard High Dividend Yield ETF · $78.9B

+22.1%3 years · per year$18,221 · $17,266+20.0%

+11.4%5 years · per year$17,151 · $17,002+11.2%

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

1.14%12-mo yield$114 · $230 on $10k2.30%

−8.9%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VYM

2.3%AVGO6.9%

1.4%JPM3.8%

1.0%XOM2.8%

1.0%JNJ2.7%

Held in common35.1%

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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

Cards for this view

IVV vs VYM

IVV

iShares Core S&P 500

$17,152

VYM

Vanguard High Dividend Yield

$17,002

MeasureIVVVYM

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.14%2.30%

5 years, per year+11.4%+11.2%

3 years, per year+22.1%+20.0%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.6%10.6%

3–3measures won
level

35.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, VYM

Today

35.1%most shared, IVV and VYM

IVVVYM

IVV—35.1%

VYM35.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee