QARP vs IVV

AQARP

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,411QARP · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−7.3%QARP · worst fall in 1Y

Held in common52.7%QARP and IVV

QARP

IVV

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79MiShares Core S&P 500 ETF · $853B

+20.5%3 years · per year$17,496 · $18,084+21.8%

+11.7%5 years · per year$17,411 · $17,177+11.4%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $114 on $10k1.14%

−7.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQARP · IVV

5.5%AAPL7.9%

5.1%MSFT6.3%

2.2%NVDA6.9%

2.1%AMZN4.0%

Held in common52.7%

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−0.7%	+16.5%	+19.6%	+20.5%	+11.7%	−7.3%	$79M
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

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−0.7%	+16.5%	+19.6%	+20.5%	+11.7%	−7.3%	$79M
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

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

QARP vs IVV

QARP

Xtrackers Russell 1000 US Quality at a Reasonable Price

$17,411

IVV

iShares Core S&P 500

$17,177

MeasureQARPIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.00%1.14%

5 years, per year+11.7%+11.4%

3 years, per year+20.5%+21.8%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y10.8%13.6%

3–3measures won
level

52.7%

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: QARP, IVV

Today

52.7%most shared, QARP and IVV

QARPIVV

QARP—52.7%

IVV52.7%—

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

QARP$100 − $19 = $81

KeptFee

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