VT vs IVV

AVT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common55.2%VT and IVV

IVV

Vanguard Total World Stock ETF · $81.8BiShares Core S&P 500 ETF · $850B

+21.0%3 years · per year$17,695 · $18,221+22.1%

+9.3%5 years · per year$15,576 · $17,151+11.4%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.59%12-mo yield$159 · $114 on $10k1.14%

−9.7%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · IVV

4.5%NVDA7.3%

4.1%AAPL7.7%

3.2%MSFT6.2%

2.0%AMZN3.9%

Held in common55.2%

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

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	BIVV	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
3	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	BIVV	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
3	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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

VT vs IVV

Vanguard Total World Stock

$15,576

IVV

iShares Core S&P 500

$17,152

MeasureVTIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.59%1.14%

5 years, per year+9.3%+11.4%

3 years, per year+21.0%+22.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
IVV first

55.2%

holdings shared

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM 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, WCME, VT, QQQ

Today

55.2%most shared, IVV and VT

IVVWCMEVTQQQ

IVV—0.0%55.2%52.8%

WCME0.0%—4.2%0.2%

VT55.2%4.2%—31.3%

QQQ52.8%0.2%31.3%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

WCME$40 − $95 = −$55

KeptFee

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