IWN vs IVV

AIWN

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common0.0%IWN and IVV

IWN

IVV

iShares Russell 2000 Value ETF · $13.9BiShares Core S&P 500 ETF · $850B

+20.4%3 years · per year$17,460 · $18,221+22.1%

+6.8%5 years · per year$13,927 · $17,151+11.4%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.54%12-mo yield$154 · $114 on $10k1.14%

−8.5%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · IVV

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$13.9B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$13.9B

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

IWN vs IVV

IWN

iShares Russell 2000 Value

$13,927

IVV

iShares Core S&P 500

$17,152

MeasureIWNIVV

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.54%1.14%

5 years, per year+6.8%+11.4%

3 years, per year+20.4%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.9%13.6%

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

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWN, IVV, VOO

Today

93.5%most shared, IVV and VOO

IWNIVVVOO

IWN—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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