WISE vs IVV

AWISE

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.33%WISE · $533 on $10k

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

Held in common15.5%WISE and IVV

WISE

IVV

Themes Generative Artificial Intelligence ETF · $22MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $19,178+24.2%

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

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

5.33%12-mo yield$533 · $109 on $10k1.09%

−33.3%Worst dropSmaller wins−8.9%

35.2%VolatilityLower wins12.9%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWISE · IVV

5.5%NVDA7.3%

2.8%AMZN3.9%

4.3%GOOGL2.6%

3.7%AVGO2.3%

Held in common15.5%

End-of-day Nov 5, 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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

End-of-day Nov 5, 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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

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

Cards for this view

WISE vs IVV

WISE

Themes Generative Artificial Intelligence

[…]

IVV

iShares Core S&P 500

$18,118

MeasureWISEIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield5.33%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−33.3%−8.9%

Volatility · 1Y35.2%12.9%

3–1measures won
IVV first

15.5%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: WISE, IVV

Today

15.5%most shared, WISE and IVV

WISEIVV

WISE—15.5%

IVV15.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$498most kept, WISE

WISE$533 − $35 = $498

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee