IVV vs XTAP

AIVV

BXTAP

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−2.1%XTAP · worst fall in 1Y

Held in common0.0%IVV and XTAP

IVV

XTAP

iShares Core S&P 500 ETF · $850BInnovator U.S. Equity Accelerated Plus ETF · $18M

+22.1%3 years · per year$18,221 · $16,186+17.4%

+11.4%5 years · per year$17,151 · $16,581+10.6%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.14%12-mo yield$114 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−2.1%

13.6%VolatilityLower wins5.3%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · XTAP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
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%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	−2.1%	+13.6%	+16.1%	+17.4%	+10.6%	−2.1%	$18M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	BXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	−2.1%	+13.6%	+16.1%	+17.4%	+10.6%	−2.1%	$18M

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 XTAP

IVV

iShares Core S&P 500

$17,152

XTAP

Innovator U.S. Equity Accelerated Plus

$16,581

MeasureIVVXTAP

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.14%0.00%

5 years, per year+11.4%+10.6%

3 years, per year+22.1%+17.4%

Worst drop · 1Y−8.9%−2.1%

Volatility · 1Y13.6%5.3%

4–2measures won
IVV first

0.0%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, XTAP, SPY

Today

99.9%most shared, IVV and SPY

IVVXTAPSPY

IVV—0.0%99.9%

XTAP0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 5, 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

XTAP$0 − $79 = −$79

KeptFee

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