PCLO vs IVV

APCLO

BIVV

Measures won3–1PCLO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.99%PCLO · $499 on $10k

Smallest drop−0.2%PCLO · worst fall in 1Y

Held in common[…]PCLO and IVV

PCLO

IVV

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETF · $19MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

4.99%12-mo yield$499 · $111 on $10k1.11%

−0.2%Worst dropSmaller wins−8.9%

0.9%VolatilityLower wins13.8%

3–1PCLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCLO · IVV

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

Held in common[…]

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	APCLO	Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFRead Desk		0.29%	4.99%	0.0%	+4.3%	+5.2%	new	new	−0.2%	$19M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	APCLO	Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFRead Desk		0.29%	4.99%	0.0%	+4.3%	+5.2%	new	new	−0.2%	$19M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PCLO vs IVV

PCLO

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO

[…]

IVV

iShares Core S&P 500

$17,545

MeasurePCLOIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield4.99%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.9%13.8%

3–1measures won
PCLO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PCLO, IVV

Today

[…]holdings […]

PCLOIVV

PCLO—[…]

IVV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$470most kept, PCLO

PCLO$499 − $29 = $470

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee