PEPS vs IVV

APEPS

BIVV

Measures won0–4IVV 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 common65.3%PEPS and IVV

PEPS

IVV

Parametric Equity Plus ETF · $28MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.01%12-mo yield$101 · $114 on $10k1.14%

−9.8%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPEPS · IVV

7.7%AAPL7.9%

6.3%NVDA6.9%

6.1%MSFT6.3%

3.9%AMZN4.0%

Held in common65.3%

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%	$852.9B
3	APEPS	Parametric Equity Plus ETFRead Desk	0.10%	1.01%	+0.4%	+8.1%	+8.8%	new	new	−9.8%	$28M

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%	$852.9B
3	APEPS	Parametric Equity Plus ETFRead Desk	0.10%	1.01%	+0.4%	+8.1%	+8.8%	new	new	−9.8%	$28M

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

PEPS vs IVV

PEPS

Parametric Equity Plus

[…]

IVV

iShares Core S&P 500

$17,177

MeasurePEPSIVV

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.01%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y14.8%13.6%

4–0measures won
IVV first

65.3%

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: PEPS, IVV, VOO

Today

92.2%most shared, IVV and VOO

PEPSIVVVOO

PEPS—65.3%63.2%

IVV65.3%—92.2%

VOO63.2%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

PEPS$101 − $10 = $91

KeptFee

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