XV vs IVV5YXVXVAvsBIVVIVVSimplify Target 15 Distribution ETF · $105MiShares Core S&P 500 ETF · $875BReturns · dividends in[…]3 years · per year[…] · $17,934+21.5%[…]5 years · per year[…] · $17,414+11.7%Cost and income0.86%Expense ratio$86 · $3 on $10k · lower wins0.03%20.70%12-mo yield$2,070 · $111 on $10k1.11%Risk · 1 year−5.7%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B2AXVSimplify Target 15 Distribution ETFReadDesk0.86%20.70%−0.4%+4.9%+8.0%newnew−5.7%$105MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B2AXVSimplify Target 15 Distribution ETFReadDesk0.86%20.70%−0.4%+4.9%+8.0%newnew−5.7%$105MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in XV, IVV5Y$10k startIVV $17.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: XV, IVVToday0.0%most shared, XV and IVVXVIVVXV—0.0%IVV0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
XV vs IVV5YAXVSimplify Target 15 Distribution[…]vsIVVBiShares Core S&P 500$17,414MeasureXVIVVFee0.86%0.03%Cost on $10k a year$86$3Yield20.70%1.11%5 years, per year[…]+11.7%3 years, per year[…]+21.5%Worst drop · 1Y−5.7%−8.9%Volatility · 1Y9.7%13.8%
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: XV, IVVToday0.0%most shared, XV and IVVXVIVVXV—0.0%IVV0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,984most kept, XVXV$2,070 − $86 = $1,984IVV$111 − $3 = $108KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee