SIZE vs IVV

ASIZE

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.36%SIZE · $136 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.0%SIZE and IVV

SIZE

IVV

iShares MSCI USA Size Factor ETF · $425MiShares Core S&P 500 ETF · $853B

+18.1%3 years · per year$16,483 · $18,159+22.0%

+7.5%5 years · per year$14,354 · $17,545+11.9%

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

1.36%12-mo yield$136 · $111 on $10k1.11%

−8.0%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSIZE · IVV

0.3%TMO0.4%

0.3%CRWD0.3%

0.3%ACN0.3%

0.2%AMGN0.4%

Held in common42.0%

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 Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

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

SIZE vs IVV

SIZE

iShares MSCI USA Size Factor

$14,354

IVV

iShares Core S&P 500

$17,545

MeasureSIZEIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.36%1.11%

5 years, per year+7.5%+11.9%

3 years, per year+18.1%+22.0%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.4%13.8%

3–3measures won
level

42.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: SIZE, IVV, VUG, VOO

Today

92.7%most shared, IVV and VOO

SIZEIVVVUGVOO

SIZE—42.0%17.7%39.9%

IVV42.0%—55.1%92.7%

VUG17.7%55.1%—58.2%

VOO39.9%92.7%58.2%—

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

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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