RAFE vs IVV

ARAFE

BIVV

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,275RAFE · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common45.8%RAFE and IVV

RAFE

IVV

PIMCO RAFI ESG U.S. ETF · $174MiShares Core S&P 500 ETF · $853B

+22.6%3 years · per year$18,449 · $18,084+21.8%

+11.6%5 years · per year$17,275 · $17,177+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $114 on $10k1.14%

−7.5%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.6%

5–1RAFE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRAFE · IVV

5.5%AAPL7.9%

5.4%MSFT6.3%

2.4%JPM1.4%

1.2%NVDA6.9%

Held in common45.8%

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

All Three

5Y3 funds

#
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$174M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$174M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

RAFE vs IVV

RAFE

PIMCO RAFI ESG U.S.

$17,275

IVV

iShares Core S&P 500

$17,177

MeasureRAFEIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.47%1.14%

5 years, per year+11.6%+11.4%

3 years, per year+22.6%+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.0%13.6%

5–1measures won
RAFE first

45.8%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RAFE, IVV, VOO

Today

92.2%most shared, IVV and VOO

RAFEIVVVOO

RAFE—45.8%43.4%

IVV45.8%—92.2%

VOO43.4%92.2%—

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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