VO vs IVV

AVO

BIVV

Measures won3–2VO wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common16.2%VO and IVV

IVV

Vanguard Morningstar Mid-Cap ETF · $103BiShares Core S&P 500 ETF · $853B

+18.6%3 years · per year$16,701 · $18,084+21.8%

+6.3%5 years · per year$13,590 · $17,177+11.4%

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

1.39%12-mo yield$139 · $114 on $10k1.14%

−8.2%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

3–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · IVV

0.6%NEM0.2%

1.1%MPC0.2%

1.1%VLO0.2%

1.0%PSX0.2%

Held in common16.2%

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VO vs IVV

Vanguard Morningstar Mid-Cap

$13,590

IVV

iShares Core S&P 500

$17,177

MeasureVOIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.39%1.14%

5 years, per year+6.3%+11.4%

3 years, per year+18.6%+21.8%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y12.9%13.6%

3–2measures won
VO first

16.2%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: VO, IVV, VUG

Today

54.8%most shared, IVV and VUG

VOIVVVUG

VO—16.2%10.2%

IVV16.2%—54.8%

VUG10.2%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

VUG$42 − $3 = $39

KeptFee

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