QUS vs IVV

AQUS

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · QUS $16,500

Lowest cost0.03%IVV · $3 on $10k

Most income1.25%QUS · $125 on $10k

Smallest drop−6.8%QUS · worst fall in 1Y

Held in common62.8%QUS and IVV

QUS

IVV

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BiShares Core S&P 500 ETF · $853B

+19.1%3 years · per year$16,913 · $18,084+21.8%

+10.5%5 years · per year$16,500 · $17,177+11.4%

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

1.25%12-mo yield$125 · $114 on $10k1.14%

−6.8%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · IVV

3.9%MSFT6.3%

3.3%AAPL7.9%

2.3%NVDA6.9%

2.2%META2.1%

Held in common62.8%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−0.3%	+11.7%	+14.5%	+19.1%	+10.5%	−6.8%	$1.6B

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

QUS vs IVV

QUS

SPDR MSCI USA StrategicFactors

$16,500

IVV

iShares Core S&P 500

$17,177

MeasureQUSIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.25%1.14%

5 years, per year+10.5%+11.4%

3 years, per year+19.1%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y9.8%13.6%

3–3measures won
level

62.8%

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: QUS, IVV

Today

62.8%most shared, QUS and IVV

QUSIVV

QUS—62.8%

IVV62.8%—

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

QUS$125 − $15 = $110

KeptFee

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