SSUS vs IVV

ASSUS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common11.2%SSUS and IVV

SSUS

IVV

Strategy Shares Day Hagan Smart Sector ETF · $577MiShares Core S&P 500 ETF · $853B

+18.2%3 years · per year$16,517 · $18,084+21.8%

+9.1%5 years · per year$15,489 · $17,177+11.4%

0.77%Expense ratio$77 · $3 on $10k · lower wins0.03%

0.46%12-mo yield$46 · $114 on $10k1.14%

−9.0%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSSUS · IVV

2.8%MSFT6.3%

2.4%AAPL7.9%

2.1%GOOGL2.6%

2.0%NVDA6.9%

Held in common11.2%

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 Four

5Y4 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$577M

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

All Four

5Y4 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$577M

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

SSUS vs IVV

SSUS

Strategy Shares Day Hagan Smart Sector

$15,489

IVV

iShares Core S&P 500

$17,177

MeasureSSUSIVV

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield0.46%1.14%

5 years, per year+9.1%+11.4%

3 years, per year+18.2%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.5%13.6%

6–0measures won
IVV first

11.2%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SSUS, IVV, VOO, SPY

Today

99.9%most shared, IVV and SPY

SSUSIVVVOOSPY

SSUS—11.2%11.2%11.2%

IVV11.2%—92.2%99.9%

VOO11.2%92.2%—92.2%

SPY11.2%99.9%92.2%—

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SSUS$46 − $77 = −$31

KeptFee

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