TIPZ vs IVV

ATIPZ

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income6.16%TIPZ · $616 on $10k

Smallest drop−4.1%TIPZ · worst fall in 1Y

Held in common[…]TIPZ and IVV

TIPZ

IVV

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $92MiShares Core S&P 500 ETF · $853B

+4.0%3 years · per year$11,262 · $18,159+22.0%

−0.1%5 years · per year$9,962 · $17,545+11.9%

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

6.16%12-mo yield$616 · $111 on $10k1.11%

−4.1%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTIPZ · IVV

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

Held in common[…]

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

All Three

5Y3 funds

#
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%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ATIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	6.16%	−0.2%	+0.9%	−0.4%	+4.0%	−0.1%	−4.1%	$92M

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

All Three

5Y3 funds

#
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%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ATIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	6.16%	−0.2%	+0.9%	−0.4%	+4.0%	−0.1%	−4.1%	$92M

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

TIPZ vs IVV

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

$9,962

IVV

iShares Core S&P 500

$17,545

MeasureTIPZIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield6.16%1.11%

5 years, per year−0.1%+11.9%

3 years, per year+4.0%+22.0%

Worst drop · 1Y−4.1%−8.9%

Volatility · 1Y3.9%13.8%

3–3measures won
level

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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TIPZ, IVV, SPY

Today

99.9%most shared, IVV and SPY

TIPZIVVSPY

TIPZ—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

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

Income After Fees on $10,000

$596most kept, TIPZ

TIPZ$616 − $20 = $596

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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