IVVB vs SPYM

AIVVB

BSPYM

Measures won3–2IVVB wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVVB · $114 on $10k

Smallest drop−5.8%IVVB · worst fall in 1Y

Held in common0.0%IVVB and SPYM

IVVB

SPYM

iShares Large Cap Deep Quarterly Laddered ETF · $143MState Street SPDR Portfolio S&P 500 ETF · $182B

+14.6%3 years · per year$15,062 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.53%Expense ratio$53 · $2 on $10k · lower wins0.02%

1.14%12-mo yield$114 · $101 on $10k1.01%

−5.8%Worst dropSmaller wins−8.9%

8.0%VolatilityLower wins12.8%

3–2IVVB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVB · SPYM

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

Held in common0.0%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk		0.53%	1.14%	+1.0%	+7.1%	+7.5%	+14.6%	new	−5.8%	$143M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk		0.53%	1.14%	+1.0%	+7.1%	+7.5%	+14.6%	new	−5.8%	$143M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVVB vs SPYM

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIVVBSPYM

Fee0.53%0.02%

Cost on $10k a year$53$2

Yield1.14%1.01%

5 years, per year[…]+12.6%

3 years, per year+14.6%+24.3%

Worst drop · 1Y−5.8%−8.9%

Volatility · 1Y8.0%12.8%

3–2measures won
IVVB first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVVB, SPYM

Today

0.0%most shared, IVVB and SPYM

IVVBSPYM

IVVB—0.0%

SPYM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

IVVB$114 − $53 = $61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee