PCEF vs IVV

APCEF

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income7.90%PCEF · $790 on $10k

Smallest drop−8.3%PCEF · worst fall in 1Y

Held in common0.0%PCEF and IVV

PCEF

IVV

Invesco CEF Income Composite ETF · $743MiShares Core S&P 500 ETF · $887B

+14.2%3 years · per year$14,889 · $18,221+22.1%

+3.4%5 years · per year$11,796 · $17,151+11.4%

2.76%Expense ratio$276 · $3 on $10k · lower wins0.03%

7.90%12-mo yield$790 · $114 on $10k1.14%

−8.3%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPCEF · 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	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.90%	−3.1%	+0.9%	+2.3%	+14.2%	+3.4%	−8.3%	$743M

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	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.90%	−3.1%	+0.9%	+2.3%	+14.2%	+3.4%	−8.3%	$743M

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

PCEF vs IVV

PCEF

Invesco CEF Income Composite

$11,796

IVV

iShares Core S&P 500

$17,152

MeasurePCEFIVV

Fee2.76%0.03%

Cost on $10k a year$276$3

Yield7.90%1.14%

5 years, per year+3.4%+11.4%

3 years, per year+14.2%+22.1%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.5%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: PCEF, IVV, VOO

Today

93.5%most shared, IVV and VOO

PCEFIVVVOO

PCEF—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

$514most kept, PCEF

PCEF$790 − $276 = $514

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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