ROM vs IVV

AROM

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$20,351ROM · IVV $17,545

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common35.9%ROM and IVV

ROM

IVV

ProShares - Ultra Technology · $1.0BiShares Core S&P 500 ETF · $875B

+41.8%3 years · per year$28,505 · $18,159+22.0%

+15.3%5 years · per year$20,351 · $17,545+11.9%

0.93%Expense ratio$93 · $3 on $10k · lower wins0.03%

0.03%12-mo yield$3 · $111 on $10k1.11%

−37.3%Worst dropSmaller wins−8.9%

57.6%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · IVV

11.4%AAPL7.9%

10.3%NVDA7.1%

9.0%MSFT6.2%

3.2%AVGO2.2%

Held in common35.9%

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.03%	+7.5%	+25.6%	+22.9%	+41.8%	+15.3%	−37.3%	$1.0B
2	BIVV	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	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

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.03%	+7.5%	+25.6%	+22.9%	+41.8%	+15.3%	−37.3%	$1.0B
2	BIVV	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	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

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

ROM vs IVV

ROM

ProShares - Ultra Technology

$20,351

IVV

iShares Core S&P 500

$17,545

MeasureROMIVV

Fee0.93%0.03%

Cost on $10k a year$93$3

Yield0.03%1.11%

5 years, per year+15.3%+11.9%

3 years, per year+41.8%+22.0%

Worst drop · 1Y−37.3%−8.9%

Volatility · 1Y57.6%13.8%

4–2measures won
IVV first

35.9%

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%

$122BAssets$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: ROM, VOO, IVV

Today

92.7%most shared, VOO and IVV

ROMVOOIVV

ROM—39.7%35.9%

VOO39.7%—92.7%

IVV35.9%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

ROM$3 − $93 = −$90

KeptFee

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