IVVW vs SPY

AIVVW

BSPY

Measures won3–1IVVW wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income18.52%IVVW · $1,852 on $10k

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

Held in common99.9%IVVW and SPY

IVVW

SPY

iShares S&P 500 BuyWrite ETF · $338MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

18.52%12-mo yield$1,852 · $101 on $10k1.01%

−5.8%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.7%

3–1IVVW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVW · SPY

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

Held in common99.9%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.52%	+2.0%	+9.9%	+13.5%	new	new	−5.8%	$338M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.52%	+2.0%	+9.9%	+13.5%	new	new	−5.8%	$338M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVVW vs SPY

IVVW

iShares S&P 500 BuyWrite

[…]

SPY

SPDR S&P 500

$17,493

MeasureIVVWSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield18.52%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−5.8%−8.9%

Volatility · 1Y9.8%13.7%

3–1measures won
IVVW first

99.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVVW, SPY

Today

99.9%most shared, IVVW and SPY

IVVWSPY

IVVW—99.9%

SPY99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,827most kept, IVVW

IVVW$1,852 − $25 = $1,827

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee