VO vs IVV

AVO

BIVV

Measures won3–2VO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.1%VO and IVV

IVV

Vanguard Morningstar Mid-Cap ETF · $103BiShares Core S&P 500 ETF · $887B

+20.7%3 years · per year$17,578 · $19,178+24.2%

+7.4%5 years · per year$14,290 · $18,118+12.6%

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

1.34%12-mo yield$134 · $109 on $10k1.09%

−8.2%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.9%

3–2VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · IVV

1.1%MPC0.2%

0.6%NEM0.2%

1.1%VLO0.2%

1.0%PSX0.2%

Held in common16.1%

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

VO vs IVV

Vanguard Morningstar Mid-Cap

$14,290

IVV

iShares Core S&P 500

$18,118

MeasureVOIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.34%1.09%

5 years, per year+7.4%+12.6%

3 years, per year+20.7%+24.2%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y12.4%12.9%

3–2measures won
VO first

16.1%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VO, IVV

Today

16.1%most shared, VO and IVV

VOIVV

VO—16.1%

IVV16.1%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IVV$109 − $3 = $106

KeptFee

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