TEXN vs IVV

ATEXN

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.45%TEXN · $145 on $10k

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

Held in common8.5%TEXN and IVV

TEXN

IVV

iShares Texas Equity ETF · $18MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

1.45%12-mo yield$145 · $111 on $10k1.11%

−10.3%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTEXN · IVV

10.5%TSLA1.6%

10.9%XOM1.1%

6.9%CVX0.7%

4.5%CAT0.4%

Held in common8.5%

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	ATEXN	iShares Texas Equity ETFRead Desk		0.20%	1.45%	+2.8%	+19.5%	+19.3%	new	new	−10.3%	$18M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	ATEXN	iShares Texas Equity ETFRead Desk		0.20%	1.45%	+2.8%	+19.5%	+19.3%	new	new	−10.3%	$18M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TEXN vs IVV

TEXN

iShares Texas Equity

[…]

IVV

iShares Core S&P 500

$17,545

MeasureTEXNIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.45%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y15.9%13.8%

3–1measures won
IVV first

8.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TEXN, IVV

Today

8.5%most shared, TEXN and IVV

TEXNIVV

TEXN—8.5%

IVV8.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, TEXN

TEXN$145 − $20 = $125

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee