SDCP vs IVV

ASDCP

BIVV

Measures won3–1SDCP wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.12%SDCP · $512 on $10k

Smallest drop−1.1%SDCP · worst fall in 1Y

Held in common0.0%SDCP and IVV

SDCP

IVV

Virtus Newfleet Short Duration Core Plus Bond ETF · $13MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

5.12%12-mo yield$512 · $110 on $10k1.10%

−1.1%

End-of-day Nov 11, 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%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	0.0%	+1.9%	+2.7%	new	new	−1.1%	$13M

End-of-day Nov 11, 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%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	0.0%	+1.9%	+2.7%	new	new	−1.1%	$13M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDCP vs IVV

SDCP

Virtus Newfleet Short Duration Core Plus Bond

[…]

IVV

iShares Core S&P 500

$17,530

MeasureSDCPIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield5.12%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−1.1%−8.9%

Volatility · 1Y1.2%

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SDCP vs IVV

Both

Both

$10,000 in SDCP, IVV

Overlap: SDCP, IVV

SDCP vs IVV

SPYM vs SPY

VOO vs IVV

SCHD vs VIG

Overlap: SDCP, IVV

Income After Fees on $10,000