OPER vs IVV

AOPER

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income3.72%OPER · $372 on $10k

Smallest drop−0.1%OPER · worst fall in 1Y

Held in common0.0%OPER and IVV

OPER

IVV

ClearShares Ultra-Short Maturity ETF · $113MiShares Core S&P 500 ETF · $887B

+4.6%3 years · per year$11,440 · $18,221+22.1%

+4.0%5 years · per year$12,139 · $17,151+11.4%

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

3.72%12-mo yield$372 · $114 on $10k1.14%

−0.1%Worst dropSmaller wins−8.9%

0.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOPER · IVV

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

Held in common0.0%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AOPER	ClearShares Ultra-Short Maturity ETFRead Desk	0.20%	3.72%	0.0%	+3.2%	+3.8%	+4.6%	+4.0%	−0.1%	$113M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AOPER	ClearShares Ultra-Short Maturity ETFRead Desk	0.20%	3.72%	0.0%	+3.2%	+3.8%	+4.6%	+4.0%	−0.1%	$113M

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

Cards for this view

OPER vs IVV

OPER

ClearShares Ultra-Short Maturity

$12,139

IVV

iShares Core S&P 500

$17,152

MeasureOPERIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.72%1.14%

5 years, per year+4.0%+11.4%

3 years, per year+4.6%+22.1%

Worst drop · 1Y−0.1%−8.9%

Volatility · 1Y0.3%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OPER, IVV, VOO

Today

93.5%most shared, IVV and VOO

OPERIVVVOO

OPER—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$352most kept, OPER

OPER$372 − $20 = $352

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee