VV vs IVV

AVV

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common91.0%VV and IVV

IVV

Vanguard Morningstar Large-Cap ETF · $54.1BiShares Core S&P 500 ETF · $875B

+22.2%3 years · per year$18,249 · $18,159+22.0%

+11.5%5 years · per year$17,233 · $17,545+11.9%

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

1.04%12-mo yield$104 · $111 on $10k1.11%

−9.2%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVV · IVV

7.5%AAPL7.9%

8.1%NVDA7.1%

5.9%MSFT6.2%

3.7%AMZN4.0%

Held in common91.0%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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	AVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.04%	+2.4%	+11.1%	+13.2%	+22.2%	+11.5%	−9.2%	$54.1B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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	AVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.04%	+2.4%	+11.1%	+13.2%	+22.2%	+11.5%	−9.2%	$54.1B

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

VV vs IVV

Vanguard Morningstar Large-Cap

$17,233

IVV

iShares Core S&P 500

$17,545

MeasureVVIVV

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.04%1.11%

5 years, per year+11.5%+11.9%

3 years, per year+22.2%+22.0%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.8%13.8%

3–1measures won
IVV first

91.0%

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%

$122BAssets$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: VV, IVV, VOO

Today

96.4%most shared, VV and VOO

VVIVVVOO

VV—91.0%96.4%

IVV91.0%—92.7%

VOO96.4%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VV$104 − $3 = $101

KeptFee

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