SMLF vs IVV

ASMLF

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SMLF $15,777

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common1.1%SMLF and IVV

SMLF

IVV

iShares U.S. Small-Cap Equity Factor ETF · $4.3BiShares Core S&P 500 ETF · $887B

+21.0%3 years · per year$17,700 · $18,221+22.1%

+9.5%5 years · per year$15,777 · $17,151+11.4%

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

1.02%12-mo yield$102 · $114 on $10k1.14%

−8.7%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · IVV

0.6%P0.1%

0.7%WSM0.0%

0.5%FLEX0.0%

0.8%EME0.0%

Held in common1.1%

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%	$886.8B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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%	$886.8B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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

SMLF vs IVV

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

IVV

iShares Core S&P 500

$17,152

MeasureSMLFIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.02%1.14%

5 years, per year+9.5%+11.4%

3 years, per year+21.0%+22.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y17.4%13.6%

5–1measures won
IVV first

1.1%

holdings shared

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMLF, IVV

Today

1.1%most shared, SMLF and IVV

SMLFIVV

SMLF—1.1%

IVV1.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SMLF$102 − $15 = $87

KeptFee

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