VTES vs IVV

AVTES

BIVV

Measures won3–2VTES wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income2.67%VTES · $267 on $10k

Smallest drop−3.0%VTES · worst fall in 1Y

Held in common[…]VTES and IVV

VTES

IVV

Vanguard Short-Term Tax-Exempt Bond ETF · $3.6BiShares Core S&P 500 ETF · $887B

+3.7%3 years · per year$11,140 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

2.67%12-mo yield$267 · $109 on $10k1.09%

−3.0%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins12.9%

3–2VTES wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTES · IVV

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AVTES	Vanguard Short-Term Tax-Exempt Bond ETFRead Desk		0.05%	2.67%	+0.2%	+1.2%	+1.9%	+3.7%	new	−3.0%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AVTES	Vanguard Short-Term Tax-Exempt Bond ETFRead Desk		0.05%	2.67%	+0.2%	+1.2%	+1.9%	+3.7%	new	−3.0%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTES vs IVV

VTES

Vanguard Short-Term Tax-Exempt Bond

[…]

IVV

iShares Core S&P 500

$18,118

MeasureVTESIVV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield2.67%1.09%

5 years, per year[…]+12.6%

3 years, per year+3.7%+24.2%

Worst drop · 1Y−3.0%−8.9%

Volatility · 1Y1.8%12.9%

3–2measures won
VTES first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VTES, IVV

Today

[…]holdings […]

VTESIVV

VTES—[…]

IVV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$262most kept, VTES

VTES$267 − $5 = $262

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee