SHY vs IVV

ASHY

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.60%SHY · $360 on $10k

Smallest drop−0.9%SHY · worst fall in 1Y

Held in common[…]SHY and IVV

SHY

IVV

iShares 1-3 Year Treasury Bond ETF · $27.5BiShares Core S&P 500 ETF · $853B

+4.1%3 years · per year$11,280 · $18,159+22.0%

+2.0%5 years · per year$11,056 · $17,545+11.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

3.60%12-mo yield$360 · $111 on $10k1.11%

−0.9%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHY · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	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
3	ASHY	iShares 1-3 Year Treasury Bond ETFRead Desk	0.15%	3.60%	0.0%	+1.5%	+2.1%	+4.1%	+2.0%	−0.9%	$27.5B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	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
3	ASHY	iShares 1-3 Year Treasury Bond ETFRead Desk	0.15%	3.60%	0.0%	+1.5%	+2.1%	+4.1%	+2.0%	−0.9%	$27.5B

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

SHY vs IVV

SHY

iShares 1-3 Year Treasury Bond

$11,056

IVV

iShares Core S&P 500

$17,545

MeasureSHYIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield3.60%1.11%

5 years, per year+2.0%+11.9%

3 years, per year+4.1%+22.0%

Worst drop · 1Y−0.9%−8.9%

Volatility · 1Y1.4%13.8%

3–3measures won
level

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%

$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: SHY, IVV, VOO

Today

92.7%most shared, IVV and VOO

SHYIVVVOO

SHY—[…][…]

IVV[…]—92.7%

VOO[…]92.7%—

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

Income After Fees on $10,000

$345most kept, SHY

SHY$360 − $15 = $345

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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