PY vs IVV

APY

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · PY $15,048

Lowest cost0.03%IVV · $3 on $10k

Most income1.69%PY · $169 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common33.5%PY and IVV

IVV

Principal Value ETF · $243MiShares Core S&P 500 ETF · $853B

+17.5%3 years · per year$16,207 · $18,084+21.8%

+8.5%5 years · per year$15,048 · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.69%12-mo yield$169 · $114 on $10k1.14%

−6.2%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPY · IVV

9.2%AAPL7.9%

3.4%AMZN4.0%

1.9%V1.1%

1.5%XOM1.1%

Held in common33.5%

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

Both

5Y2 funds

#			Trend
1	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
2	APY	Principal Value ETFRead Desk		0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$243M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	APY	Principal Value ETFRead Desk		0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$243M

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

PY vs IVV

Principal Value

$15,048

IVV

iShares Core S&P 500

$17,177

MeasurePYIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.69%1.14%

5 years, per year+8.5%+11.4%

3 years, per year+17.5%+21.8%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.7%13.6%

3–3measures won
level

33.5%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: PY, IVV

Today

33.5%most shared, PY and IVV

PYIVV

PY—33.5%

IVV33.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, PY

PY$169 − $15 = $154

IVV$114 − $3 = $111

KeptFee

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