TOPC vs IVV

ATOPC

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.0%TOPC · worst fall in 1Y

Held in common85.2%TOPC and IVV

TOPC

IVV

iShares S&P 500 3% Capped ETF · $33MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.02%12-mo yield$102 · $109 on $10k1.09%

−8.0%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTOPC · IVV

3.2%MSFT5.9%

3.2%AAPL7.4%

3.0%AMZN3.8%

2.8%NVDA7.7%

Held in common85.2%

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	ATOPC	iShares S&P 500 3% Capped ETFRead Desk		0.15%	1.02%	+1.5%	+14.0%	+15.1%	new	new	−8.0%	$33M

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	ATOPC	iShares S&P 500 3% Capped ETFRead Desk		0.15%	1.02%	+1.5%	+14.0%	+15.1%	new	new	−8.0%	$33M

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

TOPC vs IVV

TOPC

iShares S&P 500 3% Capped

[…]

IVV

iShares Core S&P 500

$18,118

MeasureTOPCIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.02%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y12.3%12.9%

2–2measures won
level

85.2%

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: TOPC, IVV

Today

85.2%most shared, TOPC and IVV

TOPCIVV

TOPC—85.2%

IVV85.2%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

TOPC$102 − $15 = $87

KeptFee

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