VT vs IVV

AVT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.53%VT · $153 on $10k

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

Held in common55.2%VT and IVV

IVV

Vanguard Total World Stock ETF · $81.8BiShares Core S&P 500 ETF · $887B

+22.8%3 years · per year$18,538 · $19,178+24.2%

+10.4%5 years · per year$16,384 · $18,118+12.6%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.53%12-mo yield$153 · $109 on $10k1.09%

−9.7%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins12.9%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · IVV

4.5%NVDA7.7%

4.1%AAPL7.4%

3.2%MSFT5.9%

2.0%AMZN3.8%

Held in common55.2%

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

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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
3	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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
3	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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

VT vs IVV

Vanguard Total World Stock

$16,384

IVV

iShares Core S&P 500

$18,118

MeasureVTIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.53%1.09%

5 years, per year+10.4%+12.6%

3 years, per year+22.8%+24.2%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.1%12.9%

5–1measures won
IVV first

55.2%

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

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

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

Overlap: SPYM, WCME, VT, IVV

Today

99.8%most shared, SPYM and IVV

SPYMWCMEVTIVV

SPYM—0.0%55.3%99.8%

WCME0.0%—4.2%0.0%

VT55.3%4.2%—55.2%

IVV99.8%0.0%55.2%—

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

Income After Fees on $10,000

$147most kept, VT

VT$153 − $6 = $147

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

WCME$37 − $95 = −$58

KeptFee

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