SOFX vs IVV

ASOFX

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income52.30%SOFX · $5,230 on $10k

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

Held in common[…]SOFX and IVV

SOFX

IVV

Daily Target 2X Long SOFI ETF · $59MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

1.33%Expense ratio$133 · $3 on $10k · lower wins0.03%

52.30%12-mo yield$5,230 · $114 on $10k1.14%

−88.1%Worst dropSmaller wins−8.9%

115.4%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOFX · IVV

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

Held in common[…]

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASOFX	Daily Target 2X Long SOFI ETFRead Desk		1.33%	52.30%	+2.2%	−75.8%	−83.5%	new	new	−88.1%	$59M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ASOFX	Daily Target 2X Long SOFI ETFRead Desk		1.33%	52.30%	+2.2%	−75.8%	−83.5%	new	new	−88.1%	$59M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOFX vs IVV

SOFX

Daily Target 2X Long SOFI

[…]

IVV

iShares Core S&P 500

$17,177

MeasureSOFXIVV

Fee1.33%0.03%

Cost on $10k a year$133$3

Yield52.30%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−88.1%−8.9%

Volatility · 1Y115.4%13.6%

3–1measures won
IVV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SOFX, IVV

Today

[…]holdings […]

SOFXIVV

SOFX—[…]

IVV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,097most kept, SOFX

SOFX$5,230 − $133 = $5,097

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee