VBK vs IVV

AVBK

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

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 common1.0%VBK and IVV

VBK

IVV

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Core S&P 500 ETF · $850B

+17.3%3 years · per year$16,156 · $18,221+22.1%

+2.0%5 years · per year$11,025 · $17,151+11.4%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

0.44%12-mo yield$44 · $114 on $10k1.14%

−13.6%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBK · IVV

1.2%P0.1%

1.2%ILMN0.1%

1.3%TWLO0.0%

1.0%OKTA0.0%

Held in common1.0%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

Cards for this view

VBK vs IVV

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

IVV

iShares Core S&P 500

$17,152

MeasureVBKIVV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.44%1.14%

5 years, per year+2.0%+11.4%

3 years, per year+17.3%+22.1%

Worst drop · 1Y−13.6%−8.9%

Volatility · 1Y21.2%13.6%

6–0measures won
IVV first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VBK, IVV, VOO

Today

93.5%most shared, IVV and VOO

VBKIVVVOO

VBK—1.0%0.9%

IVV1.0%—93.5%

VOO0.9%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee