YLDY vs IVV

AYLDY

BIVV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.87%YLDY · $187 on $10k

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

Held in common58.7%YLDY and IVV

YLDY

IVV

Horizon Funds - Horizon High Income ETF · $20MiShares Core S&P 500 ETF · $875B

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

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

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

1.87%12-mo yield$187 · $111 on $10k1.11%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.8%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsYLDY · IVV

6.3%NVDA7.1%

6.2%MSFT6.2%

4.4%GOOGL2.6%

2.1%AVGO2.2%

Held in common58.7%

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

All Four

5Y4 funds

#
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%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	AYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.87%	+2.1%	new	new	new	new	[…]	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
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%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	AYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.87%	+2.1%	new	new	new	new	[…]	$20M

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

YLDY vs IVV

YLDY

Horizon Funds - Horizon High Income

[…]

IVV

iShares Core S&P 500

$17,545

MeasureYLDYIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield1.87%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

1–1measures won
level

58.7%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: YLDY, IVV, VOO, SPY

Today

99.9%most shared, IVV and SPY

YLDYIVVVOOSPY

YLDY—58.7%56.6%58.7%

IVV58.7%—92.7%99.9%

VOO56.6%92.7%—92.7%

SPY58.7%99.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, YLDY

YLDY$187 − $70 = $117

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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