SHLD vs IVV

ASHLD

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

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 common1.5%SHLD and IVV

SHLD

IVV

Global X - Defense Tech ETF · $6.3BiShares Core S&P 500 ETF · $853B

+31.9%3 years · per year$22,922 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

0.73%12-mo yield$73 · $114 on $10k1.14%

−25.4%Worst dropSmaller wins−8.9%

25.8%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHLD · IVV

10.1%PLTR0.6%

9.6%RTX0.4%

9.6%LMT0.2%

9.2%GD0.1%

Held in common1.5%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHLD vs IVV

SHLD

Global X - Defense Tech

[…]

IVV

iShares Core S&P 500

$17,177

MeasureSHLDIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.73%1.14%

5 years, per year[…]+11.4%

3 years, per year+31.9%+21.8%

Worst drop · 1Y−25.4%−8.9%

Volatility · 1Y25.8%13.6%

4–1measures won
IVV first

1.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SHLD, IVV

Today

1.5%most shared, SHLD and IVV

SHLDIVV

SHLD—1.5%

IVV1.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SHLD$73 − $50 = $23

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee