Compare · 3 funds side by side · dividends reinvested

LSAF, SPY and IVV

LSAFLeader Shares×SPYSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,560LSAF · best of the three

02 / 04

LSAF, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.53%+28.2%+32.7%+23.3%+11.9%−6.6%14.6%$132M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LSAF 2018 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $132M$17,560

LSAF

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

LSAFMeasureSPY

+28.2%Year to dateJan 1 → Nov 9+11.2%

+32.7%1 yearTotal return+13.5%

+23.3%3 years · per year$10,000 became $18,757 · $18,118+21.9%

+11.9%5 years · per year$10,000 became $17,560 · $17,493+11.8%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

0.53%Trailing 12-mo yield$53 · $101 a year on $10k1.01%

−6.6%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.7%

LSAFSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3LSAF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSAF vs SPY: Top 5 Holdings

Today

LSAF

6.0%in top 5

SPY

in top 527.8%

LSAFStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.2%CARTnot top 5

1.2%MIDDnot top 5

1.2%SWKnot top 5

1.2%CROXnot top 5

1.2%ETSYnot top 5

Held in common4.0%

End-of-day Nov 9, 2026 · share of each fund

LSAF vs SPY Returns, Every Period

Leader SharesLSAF

+11.9%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

LSAFSPYFaded: behind in that period

4–0LSAF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LSAF vs IVV

YTD

Leader SharesLSAF

+28.2%

IVViShares

+11.3%

+28.2%Year to date+11.3%

−6.6%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.8%

0.5%Yield1.1%

$132MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSAF, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

LSAF0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LSAF, SPY, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

LSAF0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

LSAF$53 − $75 = −$22

KeptFee

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

Overlap: LSAF, SPY, IVV

Today

99.9%most shared, SPY and IVV

LSAFSPYIVV

LSAF—4.0%4.0%

SPY4.0%—99.9%

IVV4.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+32.7%LSAF, at 14.6% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

LSAFWorst drop−6.6%14.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVLSAF

+11.3%Year to date+28.2%

1.1%Yield0.5%

+13.6%Past year+32.7%

0.03%Fee0.75%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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