VOO vs IWN

AVOO

BIWN

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income1.51%IWN · $151 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common0.0%VOO and IWN

VOO

IWN

Vanguard S&P 500 ETF · $1.00TiShares Russell 2000 Value ETF · $14.1B

+24.1%3 years · per year$19,094 · $18,050+21.8%

+12.2%5 years · per year$17,749 · $14,129+7.2%

0.03%Expense ratio$3 · $24 on $10k · lower wins0.24%

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

−8.9%Worst dropSmaller wins−8.5%

12.7%VolatilityLower wins15.5%

4–2VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVOO · IWN

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	−0.4%	+19.9%	+23.3%	+21.8%	+7.2%	−8.5%	$14.1B

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

All Four

5Y4 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	−0.4%	+19.9%	+23.3%	+21.8%	+7.2%	−8.5%	$14.1B

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 IWN

VOO

Vanguard S&P 500

$17,749

IWN

iShares Russell 2000 Value

$14,129

MeasureVOOIWN

Fee0.03%0.24%

Cost on $10k a year$3$24

Yield1.07%1.51%

5 years, per year+12.2%+7.2%

3 years, per year+24.1%+21.8%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y12.7%15.5%

4–2measures won
VOO first

0.0%

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, IWN, IVV, SPY

Today

98.7%most shared, IVV and SPY

VOOIWNIVVSPY

VOO—0.0%94.5%95.5%

IWN0.0%—0.0%0.0%

IVV94.5%0.0%—98.7%

SPY95.5%0.0%98.7%—

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

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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