SPXE vs IVV

ASPXE

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPXE $16,859

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common96.4%SPXE and IVV

SPXE

IVV

ProShares - S&P 500 Ex-Energy ETF · $83MiShares Core S&P 500 ETF · $853B

+21.9%3 years · per year$18,135 · $18,084+21.8%

+11.0%5 years · per year$16,859 · $17,177+11.4%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.94%12-mo yield$94 · $114 on $10k1.14%

−10.1%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPXE · IVV

8.2%AAPL7.9%

7.2%NVDA6.9%

6.5%MSFT6.3%

4.2%AMZN4.0%

Held in common96.4%

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%	$852.9B
2	ASPXE	ProShares - S&P 500 Ex-Energy ETFRead Desk		0.09%	0.94%	+0.2%	+7.8%	+8.7%	+21.9%	+11.0%	−10.1%	$83M

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%	$852.9B
2	ASPXE	ProShares - S&P 500 Ex-Energy ETFRead Desk		0.09%	0.94%	+0.2%	+7.8%	+8.7%	+21.9%	+11.0%	−10.1%	$83M

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

SPXE vs IVV

SPXE

ProShares - S&P 500 Ex-Energy

$16,859

IVV

iShares Core S&P 500

$17,177

MeasureSPXEIVV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.94%1.14%

5 years, per year+11.0%+11.4%

3 years, per year+21.9%+21.8%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y14.2%13.6%

5–1measures won
IVV first

96.4%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

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: SPXE, IVV

Today

96.4%most shared, SPXE and IVV

SPXEIVV

SPXE—96.4%

IVV96.4%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPXE$94 − $9 = $85

KeptFee

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