IVW vs SPY

AIVW

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IVW $16,551

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common65.7%IVW and SPY

IVW

SPY

iShares S&P 500 Growth ETF · $74.4BState Street SPDR S&P 500 ETF · $805B

+25.0%3 years · per year$19,517 · $18,174+22.0%

+10.6%5 years · per year$16,551 · $17,099+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

0.38%12-mo yield$38 · $103 on $10k1.03%

−13.4%Worst dropSmaller wins−8.9%

19.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVW · SPY

13.7%NVDA7.3%

7.2%AAPL7.7%

11.7%MSFT6.2%

3.9%AMZN3.9%

Held in common65.7%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIVW	iShares S&P 500 Growth ETFRead Desk		0.18%	0.38%	−5.7%	+4.5%	+4.7%	+25.0%	+10.6%	−13.4%	$74.4B

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AIVW	iShares S&P 500 Growth ETFRead Desk		0.18%	0.38%	−5.7%	+4.5%	+4.7%	+25.0%	+10.6%	−13.4%	$74.4B

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

IVW vs SPY

IVW

iShares S&P 500 Growth

$16,551

SPY

SPDR S&P 500

$17,099

MeasureIVWSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield0.38%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+25.0%+22.0%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y19.3%13.6%

5–1measures won
SPY first

65.7%

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVW, SPY

Today

65.7%most shared, IVW and SPY

IVWSPY

IVW—65.7%

SPY65.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IVW$38 − $18 = $20

KeptFee

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