IWX vs IVV

AIWX

BIVV

Measures won5–1IWX wins · of 6 · 5Y

$10,000 · 5Y$18,100IWX · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.36%IWX · $136 on $10k

Smallest drop−6.6%IWX · worst fall in 1Y

Held in common54.1%IWX and IVV

IWX

IVV

iShares Russell Top 200 Value ETF · $4.0BiShares Core S&P 500 ETF · $853B

+23.3%3 years · per year$18,741 · $18,084+21.8%

+12.6%5 years · per year$18,100 · $17,177+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $114 on $10k1.14%

−6.6%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

5–1IWX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWX · IVV

8.3%AAPL7.9%

7.2%MSFT6.3%

8.4%AMZN4.0%

3.9%BRK-B1.7%

Held in common54.1%

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

Both

5Y2 funds

#			Trend
1	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.5%	+24.7%	+29.6%	+23.3%	+12.6%	−6.6%	$4.0B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.5%	+24.7%	+29.6%	+23.3%	+12.6%	−6.6%	$4.0B
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

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

IWX vs IVV

IWX

iShares Russell Top 200 Value

$18,100

IVV

iShares Core S&P 500

$17,177

MeasureIWXIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.36%1.14%

5 years, per year+12.6%+11.4%

3 years, per year+23.3%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.3%13.6%

5–1measures won
IWX first

54.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IWX, IVV

Today

54.1%most shared, IWX and IVV

IWXIVV

IWX—54.1%

IVV54.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IWX

IWX$136 − $20 = $116

IVV$114 − $3 = $111

KeptFee

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