MORT vs IVV

AMORT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income18.75%MORT · $1,875 on $10k

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

Held in common0.0%MORT and IVV

MORT

IVV

VanEck Mortgage REIT Income ETF · $315MiShares Core S&P 500 ETF · $853B

+3.3%3 years · per year$11,012 · $18,084+21.8%

−6.1%5 years · per year$7,285 · $17,177+11.4%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

18.75%12-mo yield$1,875 · $114 on $10k1.14%

−26.9%Worst dropSmaller wins−8.9%

18.9%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · IVV

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M

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

MORT vs IVV

MORT

VanEck Mortgage REIT Income

$7,285

IVV

iShares Core S&P 500

$17,177

MeasureMORTIVV

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield18.75%1.14%

5 years, per year−6.1%+11.4%

3 years, per year+3.3%+21.8%

Worst drop · 1Y−26.9%−8.9%

Volatility · 1Y18.9%13.6%

5–1measures won
IVV first

0.0%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MORT, IVV, VOO

Today

92.2%most shared, IVV and VOO

MORTIVVVOO

MORT—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$1,832most kept, MORT

MORT$1,875 − $43 = $1,832

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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