ROE vs IVV

AROE

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.7%ROE · worst fall in 1Y

Held in common29.0%ROE and IVV

ROE

IVV

Astoria US Equal Weight Quality Kings ETF · $243MiShares Core S&P 500 ETF · $850B

+23.5%3 years · per year$18,841 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.89%12-mo yield$89 · $114 on $10k1.14%

−8.7%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.6%

2–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsROE · IVV

1.2%LLY1.7%

1.1%BRK-B1.6%

1.2%V1.1%

1.1%MSFT6.2%

Held in common29.0%

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%	$850.0B
2	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk		0.49%	0.89%	−4.7%	+17.0%	+20.1%	+23.5%	new	−8.7%	$243M

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%	$850.0B
2	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk		0.49%	0.89%	−4.7%	+17.0%	+20.1%	+23.5%	new	−8.7%	$243M

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

ROE vs IVV

ROE

Astoria US Equal Weight Quality Kings

[…]

IVV

iShares Core S&P 500

$17,151

MeasureROEIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.89%1.14%

5 years, per year[…]+11.4%

3 years, per year+23.5%+22.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.7%13.6%

3–2measures won
IVV first

29.0%

holdings shared

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ROE, IVV

Today

29.0%most shared, ROE and IVV

ROEIVV

ROE—29.0%

IVV29.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ROE$89 − $49 = $40

KeptFee

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