IVV vs XLF

AIVV

BXLF

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · XLF $15,503

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%XLF · $144 on $10k

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

Held in common12.5%IVV and XLF

IVV

XLF

iShares Core S&P 500 ETF · $887BState Street Financial Select Sector SPDR ETF · $53.8B

+22.1%3 years · per year$18,221 · $18,620+23.0%

+11.4%5 years · per year$17,151 · $15,503+9.2%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.14%12-mo yield$114 · $144 on $10k1.44%

−8.9%Worst dropSmaller wins−14.8%

13.6%VolatilityLower wins15.3%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · XLF

1.6%BRK-B12.9%

1.4%JPM11.2%

1.1%V8.9%

0.8%MA6.5%

Held in common12.5%

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%	$886.8B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

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%	$886.8B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B

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 XLF

IVV

iShares Core S&P 500

$17,152

XLF

Financial Select Sector SPDR

$15,503

MeasureIVVXLF

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.14%1.44%

5 years, per year+11.4%+9.2%

3 years, per year+22.1%+23.0%

Worst drop · 1Y−8.9%−14.8%

Volatility · 1Y13.6%15.3%

4–2measures won
IVV first

12.5%

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$805B

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$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, XLF

Today

12.5%most shared, IVV and XLF

IVVXLF

IVV—12.5%

XLF12.5%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IVV$114 − $3 = $111

KeptFee

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