SMB vs IVV

ASMB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SMB $10,690

Lowest cost0.03%IVV · $3 on $10k

Most income2.83%SMB · $283 on $10k

Smallest drop−2.3%SMB · worst fall in 1Y

Held in common[…]SMB and IVV

SMB

IVV

VanEck Short Muni ETF · $396MiShares Core S&P 500 ETF · $850B

+3.8%3 years · per year$11,170 · $18,221+22.1%

+1.3%5 years · per year$10,690 · $17,151+11.4%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

2.83%12-mo yield$283 · $114 on $10k1.14%

−2.3%Worst dropSmaller wins−8.9%

2.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMB · IVV

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

Held in common[…]

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	ASMB	VanEck Short Muni ETFRead Desk		0.07%	2.83%	−0.2%	+1.1%	+2.2%	+3.8%	+1.3%	−2.3%	$396M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	ASMB	VanEck Short Muni ETFRead Desk		0.07%	2.83%	−0.2%	+1.1%	+2.2%	+3.8%	+1.3%	−2.3%	$396M

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

Cards for this view

SMB vs IVV

SMB

VanEck Short Muni

$10,690

IVV

iShares Core S&P 500

$17,152

MeasureSMBIVV

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield2.83%1.14%

5 years, per year+1.3%+11.4%

3 years, per year+3.8%+22.1%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y2.5%13.6%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMB, IVV

Today

[…]holdings […]

SMBIVV

SMB—[…]

IVV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$276most kept, SMB

SMB$283 − $7 = $276

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee