SPY vs IVV

ASPY

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income7.33%PAPI · $733 on $10k

Smallest drop−6.9%PAPI · worst fall in 1Y

Held in common98.7%SPY and IVV

SPY

IVV

State Street SPDR S&P 500 ETF · $798BiShares Core S&P 500 ETF · $872B

+24.0%3 years · per year$19,046 · $19,093+24.1%

+12.1%5 years · per year$17,688 · $17,747+12.2%

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

1.01%12-mo yield$101 · $111 on $10k1.11%

−8.9%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins12.8%

0–4IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPY · IVV

7.7%AAPL7.7%

7.8%NVDA7.6%

5.9%MSFT5.9%

3.6%AMZN3.6%

Held in common98.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	PAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.33%	−0.9%	+17.0%	+20.7%	+13.7%	new	−6.9%	$553M

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	PAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.33%	−0.9%	+17.0%	+20.7%	+13.7%	new	−6.9%	$553M

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

Cards for this view

SPY vs IVV

SPY

SPDR S&P 500

$17,688

IVV

iShares Core S&P 500

$17,747

MeasureSPYIVV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield1.01%1.11%

5 years, per year+12.1%+12.2%

3 years, per year+24.0%+24.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y12.8%12.8%

4–0measures won
IVV first

98.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PAPI, VOO, SPY, IVV

Today

98.7%most shared, SPY and IVV

PAPIVOOSPYIVV

PAPI—16.2%16.9%17.1%

VOO16.2%—95.5%94.5%

SPY16.9%95.5%—98.7%

IVV17.1%94.5%98.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$704most kept, PAPI

PAPI$733 − $29 = $704

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee