VUG vs IVV

AVUG

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common55.4%VUG and IVV

VUG

IVV

Vanguard Morningstar Growth ETF · $233BiShares Core S&P 500 ETF · $887B

+25.4%3 years · per year$19,712 · $19,178+24.2%

+11.4%5 years · per year$17,153 · $18,118+12.6%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

0.40%12-mo yield$40 · $109 on $10k1.09%

−16.1%Worst dropSmaller wins−8.9%

18.2%VolatilityLower wins12.9%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · IVV

13.5%NVDA7.7%

12.5%AAPL7.4%

9.7%MSFT5.9%

4.3%AMZN3.8%

Held in common55.4%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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

VUG vs IVV

VUG

Vanguard Morningstar Growth

$17,153

IVV

iShares Core S&P 500

$18,118

MeasureVUGIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield0.40%1.09%

5 years, per year+11.4%+12.6%

3 years, per year+25.4%+24.2%

Worst drop · 1Y−16.1%−8.9%

Volatility · 1Y18.2%12.9%

4–1measures won
IVV first

55.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: VUG, IVV

Today

55.4%most shared, VUG and IVV

VUGIVV

VUG—55.4%

IVV55.4%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VUG$40 − $3 = $37

KeptFee

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