SPY vs IVE

ASPY

BIVE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IVE $17,659

Lowest cost0.09%SPY · $9 on $10k

Most income1.48%IVE · $148 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common60.3%SPY and IVE

SPY

IVE

State Street SPDR S&P 500 ETF · $805BiShares S&P 500 Value ETF · $50.6B

+24.1%3 years · per year$19,132 · $17,148+19.7%

+12.6%5 years · per year$18,060 · $17,659+12.0%

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

0.99%12-mo yield$99 · $148 on $10k1.48%

−8.9%Worst dropSmaller wins−6.2%

12.9%VolatilityLower wins9.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · IVE

7.4%AAPL8.0%

3.8%AMZN3.8%

1.7%TSLA1.4%

1.1%XOM2.4%

Held in common60.3%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B

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

SPY vs IVE

SPY

SPDR S&P 500

$18,060

IVE

iShares S&P 500 Value

$17,659

MeasureSPYIVE

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield0.99%1.48%

5 years, per year+12.6%+12.0%

3 years, per year+24.1%+19.7%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y12.9%9.7%

3–3measures won
level

60.3%

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPY, IVE

Today

60.3%most shared, SPY and IVE

SPYIVE

SPY—60.3%

IVE60.3%—

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

Income After Fees on $10,000

$130most kept, IVE

IVE$148 − $18 = $130

SPY$99 − $9 = $90

KeptFee

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