LQDI vs IVV

ALQDI

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · LQDI $10,149

Lowest cost0.03%IVV · $3 on $10k

Most income4.87%LQDI · $487 on $10k

Smallest drop−5.4%LQDI · worst fall in 1Y

Held in common[…]LQDI and IVV

LQDI

IVV

iShares Inflation Hedged Corporate Bond ETF · $62MiShares Core S&P 500 ETF · $850B

+5.8%3 years · per year$11,836 · $18,084+21.8%

+0.3%5 years · per year$10,149 · $17,177+11.4%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

4.87%12-mo yield$487 · $114 on $10k1.14%

−5.4%Worst dropSmaller wins−8.9%

5.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLQDI · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$850.0B
2	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.87%	+0.4%	−0.9%	−0.7%	+5.8%	+0.3%	−5.4%	$62M

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%	$850.0B
2	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.87%	+0.4%	−0.9%	−0.7%	+5.8%	+0.3%	−5.4%	$62M

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

LQDI vs IVV

LQDI

iShares Inflation Hedged Corporate Bond

$10,149

IVV

iShares Core S&P 500

$17,177

MeasureLQDIIVV

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield4.87%1.14%

5 years, per year+0.3%+11.4%

3 years, per year+5.8%+21.8%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y5.2%13.6%

3–3measures won
level

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$850B

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: LQDI, IVV

Today

[…]holdings […]

LQDIIVV

LQDI—[…]

IVV[…]—

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

Income After Fees on $10,000

$454most kept, LQDI

LQDI$487 − $33 = $454

IVV$114 − $3 = $111

KeptFee

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