IVV vs VT

AIVV

BVT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,119QQQM · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%VT · $155 on $10k

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

Held in common55.2%IVV and VT

IVV

iShares Core S&P 500 ETF · $875BVanguard Total World Stock ETF · $81.8B

+22.0%3 years · per year$18,159 · $17,661+20.9%

+11.9%5 years · per year$17,545 · $15,957+9.8%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.11%12-mo yield$111 · $155 on $10k1.55%

−8.9%Worst dropSmaller wins−9.7%

13.8%VolatilityLower wins14.9%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · VT

7.1%NVDA4.5%

7.9%AAPL4.1%

6.2%MSFT3.2%

4.0%AMZN2.0%

Held in common55.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs VT

IVV

iShares Core S&P 500

$17,545

Vanguard Total World Stock

$15,957

MeasureIVVVT

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.11%1.55%

5 years, per year+11.9%+9.8%

3 years, per year+22.0%+20.9%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.8%14.9%

5–1measures won
IVV first

55.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: QQQM, WCMI, VT, IVV

Today

55.2%most shared, VT and IVV

QQQMWCMIVTIVV

QQQM—0.1%31.3%52.4%

WCMI0.1%—3.5%0.2%

VT31.3%3.5%—55.2%

IVV52.4%0.2%55.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, VT

VT$155 − $6 = $149

IVV$111 − $3 = $108

QQQM$47 − $15 = $32

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee