IWS vs IVV

AIWS

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%IWS · $131 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common12.2%IWS and IVV

IWS

IVV

iShares Russell Mid-Cap Value ETF · $15.2BiShares Core S&P 500 ETF · $850B

+20.9%3 years · per year$17,688 · $18,084+21.8%

+9.0%5 years · per year$15,352 · $17,177+11.4%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $114 on $10k1.14%

−7.5%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWS · IVV

0.5%MPC0.2%

0.9%PSX0.2%

0.9%MRNA0.1%

0.3%RCL0.1%

Held in common12.2%

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%	$850.0B
3	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$15.2B

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%	$850.0B
3	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$15.2B

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

IWS vs IVV

IWS

iShares Russell Mid-Cap Value

$15,352

IVV

iShares Core S&P 500

$17,177

MeasureIWSIVV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.31%1.14%

5 years, per year+9.0%+11.4%

3 years, per year+20.9%+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.3%13.6%

3–3measures won
level

12.2%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWS, IVV, VOO

Today

92.2%most shared, IVV and VOO

IWSIVVVOO

IWS—12.2%10.9%

IVV12.2%—92.2%

VOO10.9%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

IWS$131 − $23 = $108

VOO$110 − $3 = $107

KeptFee

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