SPYV vs IVV

ASPYV

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · IVV $18,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.62%SPYV · $162 on $10k

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

Held in common60.3%SPYV and IVV

SPYV

IVV

State Street SPDR Portfolio S&P 500 Value ETF · $38.6BiShares Core S&P 500 ETF · $887B

+19.8%3 years · per year$17,206 · $19,178+24.2%

+12.2%5 years · per year$17,769 · $18,118+12.6%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.62%12-mo yield$162 · $109 on $10k1.09%

−6.2%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPYV · IVV

8.0%AAPL7.4%

3.8%AMZN3.8%

1.4%TSLA1.7%

2.4%XOM1.1%

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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
4	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$38.6B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
4	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$38.6B

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

SPYV vs IVV

SPYV

SPDR Portfolio S&P 500 Value

$17,769

IVV

iShares Core S&P 500

$18,118

MeasureSPYVIVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.62%1.09%

5 years, per year+12.2%+12.6%

3 years, per year+19.8%+24.2%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.8%12.9%

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: SPYV, IVV, VOO, SPYM

Today

99.8%most shared, IVV and SPYM

SPYVIVVVOOSPYM

SPYV—60.3%57.5%60.3%

IVV60.3%—94.5%99.8%

VOO57.5%94.5%—94.5%

SPYM60.3%99.8%94.5%—

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

Income After Fees on $10,000

$158most kept, SPYV

SPYV$162 − $4 = $158

IVV$109 − $3 = $106

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

KeptFee

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