MAMB vs IVV

AMAMB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.74%MAMB · $274 on $10k

Smallest drop−5.7%MAMB · worst fall in 1Y

Held in common0.0%MAMB and IVV

MAMB

IVV

Monarch Ambassador Income Index ETF · $199MiShares Core S&P 500 ETF · $850B

+7.2%3 years · per year$12,305 · $18,221+22.1%

+0.5%5 years · per year$10,238 · $17,151+11.4%

1.15%Expense ratio$115 · $3 on $10k · lower wins0.03%

2.74%12-mo yield$274 · $114 on $10k1.14%

−5.7%Worst dropSmaller wins−8.9%

5.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMAMB · IVV

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VOO	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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AMAMB	Monarch Ambassador Income Index ETFRead Desk	1.15%	2.74%	+0.3%	+0.7%	+1.7%	+7.2%	+0.5%	−5.7%	$199M

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

All Three

5Y3 funds

#
1	VOO	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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AMAMB	Monarch Ambassador Income Index ETFRead Desk	1.15%	2.74%	+0.3%	+0.7%	+1.7%	+7.2%	+0.5%	−5.7%	$199M

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

MAMB vs IVV

MAMB

Monarch Ambassador Income Index

$10,238

IVV

iShares Core S&P 500

$17,152

MeasureMAMBIVV

Fee1.15%0.03%

Cost on $10k a year$115$3

Yield2.74%1.14%

5 years, per year+0.5%+11.4%

3 years, per year+7.2%+22.1%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y5.9%13.6%

3–3measures won
level

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MAMB, IVV, VOO

Today

93.5%most shared, IVV and VOO

MAMBIVVVOO

MAMB—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

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

Income After Fees on $10,000

$159most kept, MAMB

MAMB$274 − $115 = $159

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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