SHRY vs IVV

ASHRY

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SHRY $15,418

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%SHRY · $155 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common15.0%SHRY and IVV

SHRY

IVV

First Trust Bloomberg Shareholder Yield ETF · $17MiShares Core S&P 500 ETF · $850B

+18.8%3 years · per year$16,775 · $18,084+21.8%

+9.0%5 years · per year$15,418 · $17,177+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.55%12-mo yield$155 · $114 on $10k1.14%

−7.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHRY · IVV

1.5%V1.1%

1.8%XOM1.1%

1.0%JNJ1.0%

1.1%MA0.8%

Held in common15.0%

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%	$850.0B
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.55%	−1.3%	+15.3%	+17.9%	+18.8%	+9.0%	−7.6%	$17M

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%	$850.0B
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.55%	−1.3%	+15.3%	+17.9%	+18.8%	+9.0%	−7.6%	$17M

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

SHRY vs IVV

SHRY

First Trust Bloomberg Shareholder Yield

$15,418

IVV

iShares Core S&P 500

$17,177

MeasureSHRYIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.55%1.14%

5 years, per year+9.0%+11.4%

3 years, per year+18.8%+21.8%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y13.3%13.6%

3–3measures won
level

15.0%

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$850B

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: SHRY, IVV

Today

15.0%most shared, SHRY and IVV

SHRYIVV

SHRY—15.0%

IVV15.0%—

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

SHRY$155 − $60 = $95

KeptFee

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