RWJ vs IVV

ARWJ

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.0%RWJ and IVV

RWJ

IVV

Invesco S&P SmallCap 600 Revenue ETF · $2.0BiShares Core S&P 500 ETF · $853B

+20.6%3 years · per year$17,536 · $18,084+21.8%

+8.9%5 years · per year$15,349 · $17,177+11.4%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $114 on $10k1.14%

−11.3%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWJ · 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	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
2	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
3	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.09%	+2.9%	+23.4%	+28.2%	+20.6%	+8.9%	−11.3%	$2.0B

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	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
2	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
3	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.09%	+2.9%	+23.4%	+28.2%	+20.6%	+8.9%	−11.3%	$2.0B

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

RWJ vs IVV

RWJ

Invesco S&P SmallCap 600 Revenue

$15,349

IVV

iShares Core S&P 500

$17,177

MeasureRWJIVV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.09%1.14%

5 years, per year+8.9%+11.4%

3 years, per year+20.6%+21.8%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y17.5%13.6%

5–0measures won
IVV first

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

+33.1%

VIGVanguard

+14.8%

+33.1%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: RWJ, IVV, VOO

Today

92.2%most shared, IVV and VOO

RWJIVVVOO

RWJ—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$107 − $3 = $104

RWJ$109 − $39 = $70

KeptFee

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