USMC vs IVV

AUSMC

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,961USMC · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common49.7%USMC and IVV

USMC

IVV

Principal U.S. Mega-Cap ETF · $4.7BiShares Core S&P 500 ETF · $853B

+21.0%3 years · per year$17,711 · $18,084+21.8%

+12.4%5 years · per year$17,961 · $17,177+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.77%12-mo yield$77 · $114 on $10k1.14%

−10.0%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · IVV

8.0%AAPL7.9%

7.0%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

Held in common49.7%

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

Both

5Y2 funds

#			Trend
1	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$4.7B
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

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

Both

5Y2 funds

#			Trend
1	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$4.7B
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

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

USMC vs IVV

USMC

Principal U.S. Mega-Cap

$17,961

IVV

iShares Core S&P 500

$17,177

MeasureUSMCIVV

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.77%1.14%

5 years, per year+12.4%+11.4%

3 years, per year+21.0%+21.8%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
IVV first

49.7%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: USMC, IVV

Today

49.7%most shared, USMC and IVV

USMCIVV

USMC—49.7%

IVV49.7%—

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

USMC$77 − $12 = $65

KeptFee

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