JDOC vs IVV

AJDOC

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common7.7%JDOC and IVV

JDOC

IVV

JPMorgan Healthcare Leaders ETF · $10MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.77%12-mo yield$77 · $114 on $10k1.14%

−9.7%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · IVV

8.5%LLY1.7%

4.7%JNJ1.0%

8.4%ABBV0.8%

3.6%MRK0.6%

Held in common7.7%

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	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
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.77%	+0.3%	+14.4%	+22.3%	new	new	−9.7%	$10M

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	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
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.77%	+0.3%	+14.4%	+22.3%	new	new	−9.7%	$10M

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

JDOC vs IVV

JDOC

JPMorgan Healthcare Leaders

[…]

IVV

iShares Core S&P 500

$17,177

MeasureJDOCIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.77%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y15.8%13.6%

4–0measures won
IVV first

7.7%

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: JDOC, IVV

Today

7.7%most shared, JDOC and IVV

JDOCIVV

JDOC—7.7%

IVV7.7%—

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

JDOC$77 − $65 = $12

KeptFee

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