VYM vs IVV

AVYM

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VYM $16,941

Lowest cost0.03%IVV · $3 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common35.5%VYM and IVV

VYM

IVV

Vanguard High Dividend Yield ETF · $78.9BiShares Core S&P 500 ETF · $853B

+19.6%3 years · per year$17,107 · $18,084+21.8%

+11.1%5 years · per year$16,941 · $17,177+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

2.31%12-mo yield$231 · $114 on $10k1.14%

−6.7%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · IVV

6.9%AVGO2.2%

3.8%JPM1.4%

2.8%XOM1.1%

2.7%JNJ1.0%

Held in common35.5%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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

VYM vs IVV

VYM

Vanguard High Dividend Yield

$16,941

IVV

iShares Core S&P 500

$17,177

MeasureVYMIVV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield2.31%1.14%

5 years, per year+11.1%+11.4%

3 years, per year+19.6%+21.8%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.6%13.6%

3–3measures won
level

35.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: VYM, IVV

Today

35.5%most shared, VYM and IVV

VYMIVV

VYM—35.5%

IVV35.5%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

IVV$114 − $3 = $111

KeptFee

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