MBND vs IVV

AMBND

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · MBND $10,314

Lowest cost0.03%IVV · $3 on $10k

Most income3.54%MBND · $354 on $10k

Smallest drop−6.5%MBND · worst fall in 1Y

Held in common[…]MBND and IVV

MBND

IVV

State Street Nuveen Municipal Bond ETF · $20MiShares Core S&P 500 ETF · $853B

+4.5%3 years · per year$11,409 · $18,084+21.8%

+0.6%5 years · per year$10,314 · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

3.54%12-mo yield$354 · $114 on $10k1.14%

−6.5%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBND · 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%	$852.9B
2	AMBND	State Street Nuveen Municipal Bond ETFRead Desk		0.40%	3.54%	+0.3%	+0.3%	+0.5%	+4.5%	+0.6%	−6.5%	$20M

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	AMBND	State Street Nuveen Municipal Bond ETFRead Desk		0.40%	3.54%	+0.3%	+0.3%	+0.5%	+4.5%	+0.6%	−6.5%	$20M

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

MBND vs IVV

MBND

Nuveen Municipal Bond

$10,314

IVV

iShares Core S&P 500

$17,177

MeasureMBNDIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.54%1.14%

5 years, per year+0.6%+11.4%

3 years, per year+4.5%+21.8%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y3.9%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%

$178BAssets$778B

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: MBND, IVV

Today

[…]holdings […]

MBNDIVV

MBND—[…]

IVV[…]—

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

Income After Fees on $10,000

$314most kept, MBND

MBND$354 − $40 = $314

IVV$114 − $3 = $111

KeptFee

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