XLSR vs IVV

AXLSR

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common21.2%XLSR and IVV

XLSR

IVV

State Street US Sector Rotation ETF · $1.1BiShares Core S&P 500 ETF · $887B

+17.0%3 years · per year$16,015 · $18,221+22.1%

+8.1%5 years · per year$14,735 · $17,151+11.4%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $114 on $10k1.14%

−11.1%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · IVV

4.0%AAPL7.7%

3.8%NVDA7.3%

3.1%MSFT6.2%

3.2%GOOGL2.6%

Held in common21.2%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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

XLSR vs IVV

XLSR

US Sector Rotation

$14,735

IVV

iShares Core S&P 500

$17,152

MeasureXLSRIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.42%1.14%

5 years, per year+8.1%+11.4%

3 years, per year+17.0%+22.1%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.5%13.6%

6–0measures won
IVV first

21.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLSR, IVV, VOO

Today

93.5%most shared, IVV and VOO

XLSRIVVVOO

XLSR—21.2%22.1%

IVV21.2%—93.5%

VOO22.1%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

XLSR$42 − $70 = −$28

KeptFee

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