RLY vs IVV

ARLY

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income2.94%RLY · $294 on $10k

Smallest drop−7.6%RLY · worst fall in 1Y

Held in common0.0%RLY and IVV

RLY

IVV

State Street Multi-Asset Real Return ETF · $1.4BiShares Core S&P 500 ETF · $853B

+14.5%3 years · per year$15,002 · $18,159+22.0%

+9.7%5 years · per year$15,922 · $17,545+11.9%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

2.94%12-mo yield$294 · $111 on $10k1.11%

−7.6%Worst dropSmaller wins−8.9%

10.9%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRLY · IVV

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

Held in common0.0%

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 Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ARLY	State Street Multi-Asset Real Return ETFRead Desk	0.50%	2.94%	+1.0%	+17.8%	+22.8%	+14.5%	+9.7%	−7.6%	$1.4B

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ARLY	State Street Multi-Asset Real Return ETFRead Desk	0.50%	2.94%	+1.0%	+17.8%	+22.8%	+14.5%	+9.7%	−7.6%	$1.4B

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

RLY vs IVV

RLY

Multi-Asset Real Return

$15,922

IVV

iShares Core S&P 500

$17,545

MeasureRLYIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield2.94%1.11%

5 years, per year+9.7%+11.9%

3 years, per year+14.5%+22.0%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y10.9%13.8%

3–3measures won
level

0.0%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RLY, IVV, VOO

Today

92.7%most shared, IVV and VOO

RLYIVVVOO

RLY—0.0%0.0%

IVV0.0%—92.7%

VOO0.0%92.7%—

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

Income After Fees on $10,000

$244most kept, RLY

RLY$294 − $50 = $244

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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