IYLD vs VOO

AIYLD

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IYLD $11,617

Lowest cost0.03%VOO · $3 on $10k

Most income4.82%IYLD · $482 on $10k

Smallest drop−4.7%IYLD · worst fall in 1Y

Held in common2.2%IYLD and VOO

IYLD

VOO

iShares Morningstar Multi-Asset Income ETF · $129MVanguard S&P 500 ETF · $1.00T

+10.8%3 years · per year$13,606 · $18,224+22.1%

+3.0%5 years · per year$11,617 · $17,156+11.4%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

4.82%12-mo yield$482 · $110 on $10k1.10%

−4.7%Worst dropSmaller wins−8.9%

6.1%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · VOO

0.5%WELL0.3%

0.3%NEE0.2%

0.5%BA0.2%

0.3%PLD0.2%

Held in common2.2%

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	BVOO	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	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.82%	−0.9%	+4.5%	+7.1%	+10.8%	+3.0%	−4.7%	$129M

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	BVOO	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	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.82%	−0.9%	+4.5%	+7.1%	+10.8%	+3.0%	−4.7%	$129M

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

IYLD vs VOO

IYLD

iShares Morningstar Multi-Asset Income

$11,617

VOO

Vanguard S&P 500

$17,156

MeasureIYLDVOO

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield4.82%1.10%

5 years, per year+3.0%+11.4%

3 years, per year+10.8%+22.1%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y6.1%13.5%

3–3measures won
level

2.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: IYLD, VOO

Today

2.2%most shared, IYLD and VOO

IYLDVOO

IYLD—2.2%

VOO2.2%—

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

Income After Fees on $10,000

$432most kept, IYLD

IYLD$482 − $50 = $432

VOO$110 − $3 = $107

KeptFee

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