SVAL vs IVV

ASVAL

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SVAL $15,861

Lowest cost0.03%IVV · $3 on $10k

Most income2.15%SVAL · $215 on $10k

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

Held in common0.0%SVAL and IVV

SVAL

IVV

iShares US Small Cap Value Factor ETF · $163MiShares Core S&P 500 ETF · $872B

+22.4%3 years · per year$18,358 · $19,178+24.2%

+9.7%5 years · per year$15,861 · $18,118+12.6%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.15%12-mo yield$215 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins12.9%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

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

SVAL vs IVV

SVAL

iShares US Small Cap Value Factor

$15,861

IVV

iShares Core S&P 500

$18,118

MeasureSVALIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.15%1.09%

5 years, per year+9.7%+12.6%

3 years, per year+22.4%+24.2%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.9%12.9%

5–1measures won
IVV first

0.0%

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%

$185BAssets$798B

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$872B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SVAL, IVV

Today

0.0%most shared, SVAL and IVV

SVALIVV

SVAL—0.0%

IVV0.0%—

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IVV$109 − $3 = $106

KeptFee

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