PEY vs IVV

APEY

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · PEY $15,149

Lowest cost0.03%IVV · $3 on $10k

Most income4.20%PEY · $420 on $10k

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

Held in common2.7%PEY and IVV

Invesco High Yield Equity Dividend Achievers ETF · $1.2BiShares Core S&P 500 ETF · $883B

+14.8%3 years · per year$15,149 · $18,122+21.9%

+8.7%5 years · per year$15,149 · $17,530+11.9%

0.68%Expense ratio$68 · $3 on $10k · lower wins0.03%

4.20%12-mo yield$420 · $110 on $10k1.10%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.20%	−0.1%	+27.4%	+29.4%	+14.8%	+8.7%	−9.4%	$1.2B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.20%	−0.1%	+27.4%	+29.4%	+14.8%	+8.7%	−9.4%	$1.2B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PEY

Invesco High Yield Equity Dividend Achievers

$15,149

IVV

iShares Core S&P 500

$17,530

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