EQAL vs VOO

AEQAL

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · EQAL $13,736

Lowest cost0.03%VOO · $3 on $10k

Most income1.71%EQAL · $171 on $10k

Smallest drop−7.0%EQAL · worst fall in 1Y

Held in common27.5%EQAL and VOO

EQAL

VOO

Invesco Russell 1000 Equal Weight ETF · $829MVanguard S&P 500 ETF · $1.00T

+18.6%3 years · per year$16,703 · $19,094+24.1%

+6.6%5 years · per year$13,736 · $17,749+12.2%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $107 on $10k1.07%

−7.0%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEQAL · VOO

0.4%CSCO0.6%

0.4%ANET0.3%

0.4%VZ0.3%

0.3%LIN0.3%

Held in common27.5%

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	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.71%	−0.3%	+14.0%	+16.5%	+18.6%	+6.6%	−7.0%	$829M

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	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.71%	−0.3%	+14.0%	+16.5%	+18.6%	+6.6%	−7.0%	$829M

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

EQAL vs VOO

EQAL

Invesco Russell 1000 Equal Weight

$13,736

VOO

Vanguard S&P 500

$17,749

MeasureEQALVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.71%1.07%

5 years, per year+6.6%+12.2%

3 years, per year+18.6%+24.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y11.6%12.7%

3–3measures won
level

27.5%

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: EQAL, VOO

Today

27.5%most shared, EQAL and VOO

EQALVOO

EQAL—27.5%

VOO27.5%—

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

Income After Fees on $10,000

$151most kept, EQAL

EQAL$171 − $20 = $151

VOO$107 − $3 = $104

KeptFee

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