MAVF vs IVV

AMAVF

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common26.8%MAVF and IVV

MAVF

IVV

Matrix Advisors Value ETF · $91MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.36%12-mo yield$36 · $111 on $10k1.11%

−10.9%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.8%

0–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMAVF · IVV

6.6%AAPL7.9%

8.9%MSFT6.2%

6.7%AMZN4.0%

7.3%GOOG2.1%

Held in common26.8%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.36%	+3.0%	+16.1%	+21.6%	new	new	−10.9%	$91M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.36%	+3.0%	+16.1%	+21.6%	new	new	−10.9%	$91M

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

MAVF vs IVV

MAVF

Matrix Advisors Value

[…]

IVV

iShares Core S&P 500

$17,545

MeasureMAVFIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.36%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.5%13.8%

4–0measures won
IVV first

26.8%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MAVF, IVV

Today

26.8%most shared, MAVF and IVV

MAVFIVV

MAVF—26.8%

IVV26.8%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

MAVF$36 − $75 = −$39

KeptFee

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