MUNY vs IVV

AMUNY

BIVV

Measures won3–1MUNY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.27%MUNY · $327 on $10k

Smallest drop−6.6%MUNY · worst fall in 1Y

Held in common[…]MUNY and IVV

MUNY

IVV

Vanguard New York Tax-Free Funds - Vanguard New York Tax-Exempt Bond ETF · $554MiShares Core S&P 500 ETF · $875B

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

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

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

3.27%12-mo yield$327 · $111 on $10k1.11%

−6.6%Worst dropSmaller wins−8.9%

3.8%VolatilityLower wins13.8%

3–1MUNY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMUNY · IVV

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

Held in common[…]

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

All Three

5Y3 funds

#
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%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AMUNY	Vanguard New York Tax-Free Funds - Vanguard New York Tax-Exempt Bond ETFRead Desk	0.09%	3.27%	+0.2%	+0.8%	+1.1%	new	new	−6.6%	$554M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AMUNY	Vanguard New York Tax-Free Funds - Vanguard New York Tax-Exempt Bond ETFRead Desk	0.09%	3.27%	+0.2%	+0.8%	+1.1%	new	new	−6.6%	$554M

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

MUNY vs IVV

MUNY

Vanguard New York Tax-Free Funds - Vanguard New York Tax-Exempt Bond

[…]

IVV

iShares Core S&P 500

$17,545

MeasureMUNYIVV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield3.27%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y3.8%13.8%

3–1measures won
MUNY first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MUNY, IVV, VOO

Today

92.7%most shared, IVV and VOO

MUNYIVVVOO

MUNY—[…][…]

IVV[…]—92.7%

VOO[…]92.7%—

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

Income After Fees on $10,000

$318most kept, MUNY

MUNY$327 − $9 = $318

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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