IVV vs SVAL

AIVV

BSVAL

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.20%SVAL · $220 on $10k

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

Held in common0.0%IVV and SVAL

IVV

SVAL

iShares Core S&P 500 ETF · $853BiShares US Small Cap Value Factor ETF · $158M

+22.0%3 years · per year$18,159 · $17,153+19.7%

+11.9%5 years · per year$17,545 · $14,772+8.1%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.11%12-mo yield$111 · $220 on $10k2.20%

−8.9%Worst dropSmaller wins−9.0%

13.8%VolatilityLower wins15.5%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SVAL

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

Held in common0.0%

End-of-day Nov 9, 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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SVAL

IVV

iShares Core S&P 500

$17,545

SVAL

iShares US Small Cap Value Factor

$14,772

MeasureIVVSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.11%2.20%

5 years, per year+11.9%+8.1%

3 years, per year+22.0%+19.7%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.8%15.5%

5–1measures won
IVV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VOO, SVAL, IVV

Today

92.7%most shared, VOO and IVV

VOOSVALIVV

VOO—0.0%92.7%

SVAL0.0%—0.0%

IVV92.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee