IVV vs XT

AIVV

BXT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income7.14%XT · $714 on $10k

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

Held in common31.2%IVV and XT

IVV

iShares Core S&P 500 ETF · $853BiShares Future Exponential Technologies ETF · $3.8B

+21.8%3 years · per year$18,084 · $17,667+20.9%

+11.4%5 years · per year$17,177 · $13,598+6.3%

0.03%Expense ratio$3 · $46 on $10k · lower wins0.46%

1.14%12-mo yield$114 · $714 on $10k7.14%

−8.9%Worst dropSmaller wins−10.4%

13.6%VolatilityLower wins18.7%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · XT

6.3%MSFT4.4%

6.9%NVDA3.2%

4.0%AMZN2.9%

2.6%GOOGL1.8%

Held in common31.2%

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%	$852.9B
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	BXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

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%	$852.9B
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	BXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

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 XT

IVV

iShares Core S&P 500

$17,177

iShares Future Exponential Technologies

$13,598

MeasureIVVXT

Fee0.03%0.46%

Cost on $10k a year$3$46

Yield1.14%7.14%

5 years, per year+11.4%+6.3%

3 years, per year+21.8%+20.9%

Worst drop · 1Y−8.9%−10.4%

Volatility · 1Y13.6%18.7%

5–1measures won
IVV first

31.2%

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$853B

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, XT, SPY

Today

99.9%most shared, IVV and SPY

IVVXTSPY

IVV—31.2%99.9%

XT31.2%—31.2%

SPY99.9%31.2%—

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

Income After Fees on $10,000

$668most kept, XT

XT$714 − $46 = $668

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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