XVV vs SPY

AXVV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · XVV $16,827

Lowest cost0.08%XVV · $8 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common83.2%XVV and SPY

XVV

SPY

iShares ESG Select Screened S&P 500 ETF · $862MState Street SPDR S&P 500 ETF · $778B

+21.8%3 years · per year$18,054 · $18,039+21.7%

+11.0%5 years · per year$16,827 · $17,118+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

0.97%12-mo yield$97 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXVV · SPY

9.5%AAPL7.9%

8.3%NVDA6.9%

7.5%MSFT6.3%

3.1%GOOGL2.6%

Held in common83.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk		0.08%	0.97%	+0.2%	+7.4%	+8.4%	+21.8%	+11.0%	−10.6%	$862M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk		0.08%	0.97%	+0.2%	+7.4%	+8.4%	+21.8%	+11.0%	−10.6%	$862M

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

XVV vs SPY

XVV

iShares ESG Select Screened S&P 500

$16,827

SPY

SPDR S&P 500

$17,118

MeasureXVVSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield0.97%1.03%

5 years, per year+11.0%+11.3%

3 years, per year+21.8%+21.7%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y14.3%13.6%

3–2measures won
SPY first

83.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XVV, SPY

Today

83.2%most shared, XVV and SPY

XVVSPY

XVV—83.2%

SPY83.2%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XVV$97 − $8 = $89

KeptFee

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