ONEO vs IVV

AONEO

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · ONEO $15,703

Lowest cost0.03%IVV · $3 on $10k

Most income1.25%ONEO · $125 on $10k

Smallest drop−7.4%ONEO · worst fall in 1Y

Held in common28.1%ONEO and IVV

ONEO

IVV

State Street SPDR Russell 1000 Momentum Focus ETF · $30MiShares Core S&P 500 ETF · $853B

+20.2%3 years · per year$17,363 · $18,084+21.8%

+9.4%5 years · per year$15,703 · $17,177+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $114 on $10k1.14%

−7.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · IVV

0.3%AAPL7.9%

0.4%COP0.3%

0.3%PGR0.2%

0.3%MO0.2%

Held in common28.1%

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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−0.2%	+17.9%	+20.4%	+20.2%	+9.4%	−7.4%	$30M

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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−0.2%	+17.9%	+20.4%	+20.2%	+9.4%	−7.4%	$30M

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

ONEO vs IVV

ONEO

SPDR Russell 1000 Momentum Focus

$15,703

IVV

iShares Core S&P 500

$17,177

MeasureONEOIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.25%1.14%

5 years, per year+9.4%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y13.2%13.6%

3–3measures won
level

28.1%

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

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: ONEO, IVV

Today

28.1%most shared, ONEO and IVV

ONEOIVV

ONEO—28.1%

IVV28.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ONEO$125 − $20 = $105

KeptFee

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