SMMD vs IVV

ASMMD

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.13%SMMD · $113 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.2%SMMD and IVV

SMMD

IVV

iShares Russell 2500 ETF · $4.3BiShares Core S&P 500 ETF · $875B

+20.1%3 years · per year$17,338 · $18,159+22.0%

+6.5%5 years · per year$13,719 · $17,545+11.9%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.13%12-mo yield$113 · $111 on $10k1.11%

−9.7%Worst dropSmaller wins−8.9%

17.2%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMD · IVV

0.3%VTRS0.0%

0.3%PKG0.0%

0.3%NI0.0%

0.3%SNA0.0%

Held in common1.2%

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%	$875.2B
2	SPY	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	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.3B

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%	$875.2B
2	SPY	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	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.3B

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

SMMD vs IVV

SMMD

iShares Russell 2500

$13,719

IVV

iShares Core S&P 500

$17,545

MeasureSMMDIVV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.13%1.11%

5 years, per year+6.5%+11.9%

3 years, per year+20.1%+22.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.2%13.8%

5–0measures won
IVV first

1.2%

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

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: SMMD, IVV, SPY

Today

99.9%most shared, IVV and SPY

SMMDIVVSPY

SMMD—1.2%1.2%

IVV1.2%—99.9%

SPY1.2%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

SMMD$113 − $23 = $90

KeptFee

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