IVW vs IVV

AIVW

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common65.3%IVW and IVV

IVW

IVV

iShares S&P 500 Growth ETF · $71.7BiShares Core S&P 500 ETF · $853B

+24.9%3 years · per year$19,476 · $18,084+21.8%

+10.7%5 years · per year$16,604 · $17,177+11.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

0.38%12-mo yield$38 · $114 on $10k1.14%

−13.4%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVW · IVV

7.5%AAPL7.9%

13.2%NVDA6.9%

11.9%MSFT6.3%

4.1%AMZN4.0%

Held in common65.3%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AIVW	iShares S&P 500 Growth ETFRead Desk	0.18%	0.38%	+0.9%	+5.5%	+5.3%	+24.9%	+10.7%	−13.4%	$71.7B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AIVW	iShares S&P 500 Growth ETFRead Desk	0.18%	0.38%	+0.9%	+5.5%	+5.3%	+24.9%	+10.7%	−13.4%	$71.7B

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

IVW vs IVV

IVW

iShares S&P 500 Growth

$16,604

IVV

iShares Core S&P 500

$17,177

MeasureIVWIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.38%1.14%

5 years, per year+10.7%+11.4%

3 years, per year+24.9%+21.8%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y19.4%13.6%

5–1measures won
IVV first

65.3%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVW, IVV, VOO

Today

92.2%most shared, IVV and VOO

IVWIVVVOO

IVW—65.3%68.0%

IVV65.3%—92.2%

VOO68.0%92.2%—

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

VOO$110 − $3 = $107

IVW$38 − $18 = $20

KeptFee

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