SPVM vs IVV

ASPVM

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.84%SPVM · $184 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common10.9%SPVM and IVV

SPVM

IVV

Invesco S&P 500 Value with Momentum ETF · $141MiShares Core S&P 500 ETF · $853B

+20.4%3 years · per year$17,470 · $18,084+21.8%

+11.0%5 years · per year$16,869 · $17,177+11.4%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.84%12-mo yield$184 · $114 on $10k1.14%

−7.3%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPVM · IVV

0.8%JPM1.4%

0.8%XOM1.1%

0.8%CVX0.7%

1.0%BAC0.5%

Held in common10.9%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$141M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$141M

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

SPVM vs IVV

SPVM

Invesco S&P 500 Value with Momentum

$16,870

IVV

iShares Core S&P 500

$17,177

MeasureSPVMIVV

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.84%1.14%

5 years, per year+11.0%+11.4%

3 years, per year+20.4%+21.8%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.1%13.6%

3–3measures won
level

10.9%

holdings shared

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPVM, IVV, VOO

Today

92.2%most shared, IVV and VOO

SPVMIVVVOO

SPVM—10.9%10.2%

IVV10.9%—92.2%

VOO10.2%92.2%—

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

Income After Fees on $10,000

$140most kept, SPVM

SPVM$184 − $44 = $140

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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