SOXQ vs IVV

ASOXQ

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$31,818SOXQ · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common16.2%SOXQ and IVV

SOXQ

IVV

Invesco PHLX Semiconductor ETF · $2.8BiShares Core S&P 500 ETF · $887B

+48.6%3 years · per year$32,839 · $19,178+24.2%

+26.0%5 years · per year$31,818 · $18,118+12.6%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

0.36%12-mo yield$36 · $109 on $10k1.09%

−29.7%Worst dropSmaller wins−8.9%

46.4%VolatilityLower wins12.9%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXQ · IVV

12.2%NVDA7.7%

9.8%AVGO2.4%

7.8%MU1.5%

4.5%AMD1.2%

Held in common16.2%

End-of-day Nov 4, 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	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.36%	−3.1%	+45.4%	+41.8%	+48.6%	+26.0%	−29.7%	$2.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.36%	−3.1%	+45.4%	+41.8%	+48.6%	+26.0%	−29.7%	$2.8B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXQ vs IVV

SOXQ

Invesco PHLX Semiconductor

$31,818

IVV

iShares Core S&P 500

$18,118

MeasureSOXQIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield0.36%1.09%

5 years, per year+26.0%+12.6%

3 years, per year+48.6%+24.2%

Worst drop · 1Y−29.7%−8.9%

Volatility · 1Y46.4%12.9%

4–2measures won
IVV first

16.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SOXQ, IVV

Today

16.2%most shared, SOXQ and IVV

SOXQIVV

SOXQ—16.2%

IVV16.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SOXQ$36 − $19 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee