PBUS vs IVV

APBUS

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common96.5%PBUS and IVV

PBUS

IVV

Invesco MSCI USA ETF · $10.7BiShares Core S&P 500 ETF · $850B

+21.9%3 years · per year$18,100 · $18,084+21.8%

+10.9%5 years · per year$16,807 · $17,177+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $114 on $10k1.14%

−9.0%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · IVV

8.0%AAPL7.9%

6.6%NVDA6.9%

6.0%MSFT6.3%

4.0%AMZN4.0%

Held in common96.5%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.7B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.7B

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

PBUS vs IVV

PBUS

Invesco MSCI USA

$16,807

IVV

iShares Core S&P 500

$17,177

MeasurePBUSIVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.05%1.14%

5 years, per year+10.9%+11.4%

3 years, per year+21.9%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.8%13.6%

5–1measures won
IVV first

96.5%

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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PBUS, IVV, VOO

Today

96.5%most shared, PBUS and IVV

PBUSIVVVOO

PBUS—96.5%89.9%

IVV96.5%—92.2%

VOO89.9%92.2%—

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

VOO$110 − $3 = $107

PBUS$105 − $4 = $101

KeptFee

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