BALQ vs VOO

ABALQ

BVOO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,749VOO

Lowest cost0.03%VOO · $3 on $10k

Most income9.62%BALQ · $962 on $10k

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

Held in common53.0%BALQ and VOO

BALQ

VOO

iShares Nasdaq Premium Income Active ETF · $43MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,094+24.1%

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

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

9.62%12-mo yield$962 · $107 on $10k1.07%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsBALQ · VOO

8.1%NVDA8.4%

8.0%AAPL7.4%

7.4%MSFT5.8%

4.8%AMZN3.7%

Held in common53.0%

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

Both

5Y2 funds

#			Trend
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	ABALQ	iShares Nasdaq Premium Income Active ETFRead Desk		0.35%	9.62%	+1.0%	+15.3%	new	new	new	[…]	$43M

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

Both

5Y2 funds

#			Trend
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	ABALQ	iShares Nasdaq Premium Income Active ETFRead Desk		0.35%	9.62%	+1.0%	+15.3%	new	new	new	[…]	$43M

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

BALQ vs VOO

BALQ

iShares Nasdaq Premium Income Active

[…]

VOO

Vanguard S&P 500

$17,749

MeasureBALQVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield9.62%1.07%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.7%

1–1measures won
level

53.0%

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

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

Overlap: BALQ, VOO

Today

53.0%most shared, BALQ and VOO

BALQVOO

BALQ—53.0%

VOO53.0%—

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

Income After Fees on $10,000

$927most kept, BALQ

BALQ$962 − $35 = $927

VOO$107 − $3 = $104

KeptFee

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