VOO vs IVE

AVOO

BIVE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income1.51%IVE · $151 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common57.5%VOO and IVE

VOO

IVE

Vanguard S&P 500 ETF · $1.00TiShares S&P 500 Value ETF · $50.6B

+24.1%3 years · per year$19,094 · $17,033+19.4%

+12.2%5 years · per year$17,749 · $17,052+11.3%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.07%12-mo yield$107 · $151 on $10k1.51%

−8.9%Worst dropSmaller wins−6.2%

12.7%VolatilityLower wins9.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · IVE

7.4%AAPL8.2%

3.7%AMZN3.6%

1.5%TSLA1.4%

1.0%XOM2.5%

Held in common57.5%

End-of-day Nov 3, 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.51%	−0.6%	+13.7%	+16.0%	+19.4%	+11.3%	−6.2%	$50.6B

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.51%	−0.6%	+13.7%	+16.0%	+19.4%	+11.3%	−6.2%	$50.6B

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

Cards for this view

VOO vs IVE

VOO

Vanguard S&P 500

$17,749

IVE

iShares S&P 500 Value

$17,052

MeasureVOOIVE

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.07%1.51%

5 years, per year+12.2%+11.3%

3 years, per year+24.1%+19.4%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y12.7%9.5%

3–3measures won
level

57.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VOO, IVE, IVV

Today

94.5%most shared, VOO and IVV

VOOIVEIVV

VOO—57.5%94.5%

IVE57.5%—60.5%

IVV94.5%60.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, IVE

IVE$151 − $18 = $133

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee