NIXT vs IVV

ANIXT

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.16%NIXT · $116 on $10k

Smallest drop−7.7%NIXT · worst fall in 1Y

Held in common0.8%NIXT and IVV

NIXT

IVV

Research Affiliates Deletions ETF · $65MiShares Core S&P 500 ETF · $853B

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

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

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $111 on $10k1.11%

−7.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNIXT · IVV

2.4%MRNA0.1%

1.0%OKTA0.0%

0.6%VTRS0.0%

0.7%BBY0.0%

Held in common0.8%

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

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%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ANIXT	Research Affiliates Deletions ETFRead Desk	0.29%	1.16%	+2.5%	+38.2%	+45.4%	new	new	−7.7%	$65M

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%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ANIXT	Research Affiliates Deletions ETFRead Desk	0.29%	1.16%	+2.5%	+38.2%	+45.4%	new	new	−7.7%	$65M

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

NIXT vs IVV

NIXT

Research Affiliates Deletions

[…]

IVV

iShares Core S&P 500

$17,545

MeasureNIXTIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.16%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y20.3%13.8%

2–2measures won
level

0.8%

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: NIXT, IVV, SPY

Today

99.9%most shared, IVV and SPY

NIXTIVVSPY

NIXT—0.8%0.8%

IVV0.8%—99.9%

SPY0.8%99.9%—

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

SPY$101 − $9 = $92

NIXT$116 − $29 = $87

KeptFee

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