SIXJ vs SPY

ASIXJ

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−4.5%SIXJ · worst fall in 1Y

Held in common[…]SIXJ and SPY

SIXJ

SPY

AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF · $148MState Street SPDR S&P 500 ETF · $778B

+14.6%3 years · per year$15,069 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.74%Expense ratio$74 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $101 on $10k1.01%

−4.5%Worst dropSmaller wins−8.9%

7.0%VolatilityLower wins13.7%

2–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIXJ · SPY

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASIXJ	AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETFRead Desk	0.74%	0.00%	+1.5%	+8.3%	+10.8%	+14.6%	new	−4.5%	$148M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASIXJ	AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETFRead Desk	0.74%	0.00%	+1.5%	+8.3%	+10.8%	+14.6%	new	−4.5%	$148M

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

SIXJ vs SPY

SIXJ

AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul

[…]

SPY

SPDR S&P 500

$17,493

MeasureSIXJSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield0.00%1.01%

5 years, per year[…]+11.8%

3 years, per year+14.6%+21.9%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y7.0%13.7%

3–2measures won
SPY first

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SIXJ, SPY, IVV

Today

99.9%most shared, SPY and IVV

SIXJSPYIVV

SIXJ—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SIXJ$0 − $74 = −$74

KeptFee

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