XOEF vs IVV

AXOEF

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−7.7%XOEF · worst fall in 1Y

Held in common26.7%XOEF and IVV

XOEF

IVV

iShares S&P 500 ex S&P 100 ETF · $22MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $111 on $10k1.11%

−7.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXOEF · IVV

1.3%CRWD0.3%

1.1%APH0.3%

1.1%KLAC0.3%

1.0%ADI0.3%

Held in common26.7%

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

Both

5Y2 funds

#			Trend
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%	$852.9B
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	+2.9%	+16.8%	+20.5%	new	new	−7.7%	$22M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	+2.9%	+16.8%	+20.5%	new	new	−7.7%	$22M

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

XOEF vs IVV

XOEF

iShares S&P 500 ex S&P 100

[…]

IVV

iShares Core S&P 500

$17,545

MeasureXOEFIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.09%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y13.5%13.8%

2–1measures won
XOEF first

26.7%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: XOEF, IVV

Today

26.7%most shared, XOEF and IVV

XOEFIVV

XOEF—26.7%

IVV26.7%—

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

XOEF$109 − $20 = $89

KeptFee

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