MUND vs IVV

AMUND

BIVV

Measures won3–1MUND wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.61%MUND · $361 on $10k

Smallest drop−8.0%MUND · worst fall in 1Y

Held in common[…]MUND and IVV

MUND

IVV

Northern Trust 2055 Tax-Exempt Distributing Ladder ETF · $10MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

3.61%12-mo yield$361 · $114 on $10k1.14%

−8.0%Worst dropSmaller wins−8.9%

7.2%VolatilityLower wins13.6%

3–1MUND wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUND · 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	AMUND	Northern Trust 2055 Tax-Exempt Distributing Ladder ETFRead Desk		0.18%	3.61%	+0.5%	+1.6%	+2.4%	new	new	−8.0%	$10M

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	AMUND	Northern Trust 2055 Tax-Exempt Distributing Ladder ETFRead Desk		0.18%	3.61%	+0.5%	+1.6%	+2.4%	new	new	−8.0%	$10M

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

MUND vs IVV

MUND

Northern Trust 2055 Tax-Exempt Distributing Ladder

[…]

IVV

iShares Core S&P 500

$17,177

MeasureMUNDIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield3.61%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y7.2%13.6%

3–1measures won
MUND first

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: MUND, IVV

Today

[…]holdings […]

MUNDIVV

MUND—[…]

IVV[…]—

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

Income After Fees on $10,000

$343most kept, MUND

MUND$361 − $18 = $343

IVV$114 − $3 = $111

KeptFee

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