SPAB vs IVV

ASPAB

BIVV

Measures won3–2SPAB wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%SPAB · $3 on $10k

Most income4.22%SPAB · $422 on $10k

Smallest drop−4.7%SPAB · worst fall in 1Y

Held in common[…]SPAB and IVV

SPAB

IVV

State Street SPDR Portfolio Aggregate Bond ETF · $10.3BiShares Core S&P 500 ETF · $875B

+5.1%3 years · per year$11,598 · $18,159+22.0%

−0.1%5 years · per year$9,972 · $17,545+11.9%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

4.22%12-mo yield$422 · $111 on $10k1.11%

−4.7%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.8%

3–2SPAB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPAB · IVV

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

Held in common[…]

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASPAB	State Street SPDR Portfolio Aggregate Bond ETFRead Desk	0.03%	4.22%	+0.1%	+0.1%	+0.4%	+5.1%	−0.1%	−4.7%	$10.3B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASPAB	State Street SPDR Portfolio Aggregate Bond ETFRead Desk	0.03%	4.22%	+0.1%	+0.1%	+0.4%	+5.1%	−0.1%	−4.7%	$10.3B

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

SPAB vs IVV

SPAB

SPDR Portfolio Aggregate Bond

$9,972

IVV

iShares Core S&P 500

$17,545

MeasureSPABIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield4.22%1.11%

5 years, per year−0.1%+11.9%

3 years, per year+5.1%+22.0%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y3.9%13.8%

3–2measures won
SPAB first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPAB, IVV, VOO

Today

92.7%most shared, IVV and VOO

SPABIVVVOO

SPAB—[…][…]

IVV[…]—92.7%

VOO[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$419most kept, SPAB

SPAB$422 − $3 = $419

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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