SPYM vs IVV

ASPYM

BIVV

Measures won2–1SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−7.3%WCEO · worst fall in 1Y

Held in common99.9%SPYM and IVV

SPYM

IVV

State Street SPDR Portfolio S&P 500 ETF · $179BiShares Core S&P 500 ETF · $875B

+22.0%3 years · per year$18,161 · $18,159+22.0%

+11.9%5 years · per year$17,553 · $17,545+11.9%

0.02%Expense ratio$2 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $111 on $10k1.11%

−8.9%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.8%

2–1SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPYM · IVV

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

Held in common99.9%

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 Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M

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

All Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M

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

SPYM vs IVV

SPYM

SPDR Portfolio S&P 500

$17,553

IVV

iShares Core S&P 500

$17,545

MeasureSPYMIVV

Fee0.02%0.03%

Cost on $10k a year$2$3

Yield1.03%1.11%

5 years, per year+11.9%+11.9%

3 years, per year+22.0%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.7%13.8%

2–1measures won
SPYM first

99.9%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, WCEO, SPYM, SPY

Today

99.9%most shared, IVV and SPYM

IVVWCEOSPYMSPY

IVV—5.7%99.9%99.9%

WCEO5.7%—5.7%5.7%

SPYM99.9%5.7%—99.9%

SPY99.9%5.7%99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

WCEO$53 − $85 = −$32

KeptFee

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