IVV vs XLSR

AIVV

BXLSR

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common21.2%IVV and XLSR

IVV

XLSR

iShares Core S&P 500 ETF · $850BState Street US Sector Rotation ETF · $1.1B

+21.8%3 years · per year$18,084 · $15,995+16.9%

+11.4%5 years · per year$17,177 · $14,831+8.2%

0.03%Expense ratio$3 · $70 on $10k · lower wins0.70%

1.14%12-mo yield$114 · $42 on $10k0.42%

−8.9%Worst dropSmaller wins−11.1%

13.6%VolatilityLower wins14.5%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · XLSR

7.9%AAPL4.2%

6.9%NVDA3.6%

6.3%MSFT3.2%

2.6%GOOGL3.3%

Held in common21.2%

End-of-day Nov 6, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs XLSR

IVV

iShares Core S&P 500

$17,177

XLSR

US Sector Rotation

$14,831

MeasureIVVXLSR

Fee0.03%0.70%

Cost on $10k a year$3$70

Yield1.14%0.42%

5 years, per year+11.4%+8.2%

3 years, per year+21.8%+16.9%

Worst drop · 1Y−8.9%−11.1%

Volatility · 1Y13.6%14.5%

6–0measures won
IVV first

21.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, XLSR, SPY

Today

99.9%most shared, IVV and SPY

IVVXLSRSPY

IVV—21.2%99.9%

XLSR21.2%—21.2%

SPY99.9%21.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee