QLTA vs IVV

AQLTA

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · QLTA $9,831

Lowest cost0.03%IVV · $3 on $10k

Most income4.68%QLTA · $468 on $10k

Smallest drop−5.0%QLTA · worst fall in 1Y

Held in common[…]QLTA and IVV

QLTA

IVV

iShares Aaa - A Rated Corporate Bond ETF · $1.2BiShares Core S&P 500 ETF · $887B

+5.9%3 years · per year$11,888 · $18,221+22.1%

−0.3%5 years · per year$9,831 · $17,151+11.4%

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

4.68%12-mo yield$468 · $114 on $10k1.14%

−5.0%Worst dropSmaller wins−8.9%

4.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQLTA · IVV

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

Held in common[…]

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AQLTA	iShares Aaa - A Rated Corporate Bond ETFRead Desk		0.15%	4.68%	+0.1%	−0.7%	−0.3%	+5.9%	−0.3%	−5.0%	$1.2B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AQLTA	iShares Aaa - A Rated Corporate Bond ETFRead Desk		0.15%	4.68%	+0.1%	−0.7%	−0.3%	+5.9%	−0.3%	−5.0%	$1.2B

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

Cards for this view

QLTA vs IVV

QLTA

iShares Aaa - A Rated Corporate Bond

$9,831

IVV

iShares Core S&P 500

$17,152

MeasureQLTAIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield4.68%1.14%

5 years, per year−0.3%+11.4%

3 years, per year+5.9%+22.1%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y4.7%13.6%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: QLTA, IVV

Today

[…]holdings […]

QLTAIVV

QLTA—[…]

IVV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, QLTA

QLTA$468 − $15 = $453

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee