VB vs IVV

AVB

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

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

Held in common3.4%VB and IVV

IVV

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Core S&P 500 ETF · $887B

+20.5%3 years · per year$17,489 · $19,178+24.2%

+7.1%5 years · per year$14,105 · $18,118+12.6%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.23%12-mo yield$123 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins12.9%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · IVV

0.4%MRNA0.1%

0.5%P0.1%

0.5%ILMN0.1%

0.2%EQT0.1%

Held in common3.4%

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%	$886.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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%	$886.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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

VB vs IVV

Vanguard Morningstar Small-Cap

$14,105

IVV

iShares Core S&P 500

$18,118

MeasureVBIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.23%1.09%

5 years, per year+7.1%+12.6%

3 years, per year+20.5%+24.2%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y15.7%12.9%

4–1measures won
IVV first

3.4%

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

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$887B

0–0level

End-of-day Nov 4, 2026

Overlap: VB, IVV

Today

3.4%most shared, VB and IVV

VBIVV

VB—3.4%

IVV3.4%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IVV$109 − $3 = $106

KeptFee

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