VOO vs IXC

AVOO

BIXC

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.76%IXC · $276 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common3.4%VOO and IXC

VOO

IXC

Vanguard S&P 500 ETF · $1.00TiShares Global Energy ETF · $3.0B

+21.8%3 years · per year$18,079 · $16,078+17.2%

+11.4%5 years · per year$17,177 · $23,972+19.1%

0.03%Expense ratio$3 · $37 on $10k · lower wins0.37%

1.10%12-mo yield$110 · $276 on $10k2.76%

−8.9%Worst dropSmaller wins−15.4%

13.5%VolatilityLower wins21.8%

4–2VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · IXC

1.0%XOM18.2%

0.6%CVX11.3%

0.2%COP4.4%

0.2%VLO2.7%

Held in common3.4%

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

VOO vs IXC

VOO

Vanguard S&P 500

$17,177

IXC

iShares Global Energy

$23,972

MeasureVOOIXC

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.10%2.76%

5 years, per year+11.4%+19.1%

3 years, per year+21.8%+17.2%

Worst drop · 1Y−8.9%−15.4%

Volatility · 1Y13.5%21.8%

4–2measures won
VOO first

3.4%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VOO, IXC, IVV

Today

92.2%most shared, VOO and IVV

VOOIXCIVV

VOO—3.4%92.2%

IXC3.4%—3.5%

IVV92.2%3.5%—

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

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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