IXC vs IVV

AIXC

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$23,739IXC · QQQ $18,068

Lowest cost0.03%IVV · $3 on $10k

Most income2.75%IXC · $275 on $10k

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

Held in common3.5%IXC and IVV

IXC

IVV

iShares Global Energy ETF · $2.7BiShares Core S&P 500 ETF · $875B

+16.1%3 years · per year$15,661 · $18,159+22.0%

+18.9%5 years · per year$23,739 · $17,545+11.9%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

2.75%12-mo yield$275 · $111 on $10k1.11%

−15.4%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · IVV

18.4%XOM1.1%

11.3%CVX0.7%

4.4%COP0.3%

2.8%MPC0.2%

Held in common3.5%

End-of-day Nov 9, 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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXC vs IVV

IXC

iShares Global Energy

$23,739

IVV

iShares Core S&P 500

$17,545

MeasureIXCIVV

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield2.75%1.11%

5 years, per year+18.9%+11.9%

3 years, per year+16.1%+22.0%

Worst drop · 1Y−15.4%−8.9%

Volatility · 1Y21.8%13.8%

4–2measures won
IVV first

3.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IXC, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

IXCIVVQQQ

IXC—3.5%0.5%

IVV3.5%—52.4%

QQQ0.5%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee