BALI vs VOO

ABALI

BVOO

Measures won3–2BALI wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income7.88%BALI · $788 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common58.7%BALI and VOO

BALI

VOO

iShares U.S. Large Cap Premium Income Active ETF · $1.5BVanguard S&P 500 ETF · $1.00T

+21.9%3 years · per year$18,093 · $19,094+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

7.88%12-mo yield$788 · $107 on $10k1.07%

−6.7%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins12.7%

3–2BALI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBALI · VOO

6.8%NVDA8.4%

6.3%AAPL7.4%

5.4%MSFT5.8%

3.2%AMZN3.7%

Held in common58.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk	0.35%	7.88%	+0.1%	+13.9%	+15.3%	+21.9%	new	−6.7%	$1.5B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk	0.35%	7.88%	+0.1%	+13.9%	+15.3%	+21.9%	new	−6.7%	$1.5B

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

Cards for this view

BALI vs VOO

BALI

iShares U.S. Large Cap Premium Income Active

[…]

VOO

Vanguard S&P 500

$17,749

MeasureBALIVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield7.88%1.07%

5 years, per year[…]+12.2%

3 years, per year+21.9%+24.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.5%12.7%

3–2measures won
BALI first

58.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: BALI, VOO, IVV

Today

94.5%most shared, VOO and IVV

BALIVOOIVV

BALI—58.7%59.4%

VOO58.7%—94.5%

IVV59.4%94.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$753most kept, BALI

BALI$788 − $35 = $753

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee