BDVL vs VOO

ABDVL

BVOO

Measures won3–1BDVL wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income3.53%BDVL · $353 on $10k

Smallest drop−7.7%BDVL · worst fall in 1Y

Held in common30.5%BDVL and VOO

BDVL

VOO

iShares Disciplined Volatility Equity Active ETF · $1.7BVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

3.53%12-mo yield$353 · $110 on $10k1.10%

−7.7%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.5%

3–1BDVL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBDVL · VOO

2.2%MSFT5.8%

1.6%AMZN3.7%

1.1%GOOG2.5%

1.0%V0.9%

Held in common30.5%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ABDVL	iShares Disciplined Volatility Equity Active ETFRead Desk	0.40%	3.53%	−0.2%	+5.3%	+7.5%	new	new	−7.7%	$1.7B

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ABDVL	iShares Disciplined Volatility Equity Active ETFRead Desk	0.40%	3.53%	−0.2%	+5.3%	+7.5%	new	new	−7.7%	$1.7B

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

BDVL vs VOO

BDVL

iShares Disciplined Volatility Equity Active

[…]

VOO

Vanguard S&P 500

$17,177

MeasureBDVLVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.53%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y9.8%13.5%

3–1measures won
BDVL first

30.5%

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: BDVL, VOO, IVV

Today

92.2%most shared, VOO and IVV

BDVLVOOIVV

BDVL—30.5%32.1%

VOO30.5%—92.2%

IVV32.1%92.2%—

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

Income After Fees on $10,000

$313most kept, BDVL

BDVL$353 − $40 = $313

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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