EQL vs IVV

AEQL

BIVV

Measures won4–2EQL wins · of 6 · 5Y

$10,000 · 5Y$18,321EQL · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%EQL · $131 on $10k

Smallest drop−6.2%EQL · worst fall in 1Y

Held in common63.7%EQL and IVV

EQL

IVV

ALPS Equal Sector Weight ETF · $799MiShares Core S&P 500 ETF · $887B

+20.5%3 years · per year$17,489 · $18,221+22.1%

+12.9%5 years · per year$18,321 · $17,151+11.4%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $114 on $10k1.14%

−6.2%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.6%

4–2EQL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQL · IVV

3.9%AMZN3.9%

4.3%GOOGL2.6%

1.9%META2.1%

1.8%AAPL7.7%

Held in common63.7%

End-of-day Nov 5, 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	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−2.9%	+11.4%	+14.1%	+20.5%	+12.9%	−6.2%	$799M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

All Three

5Y3 funds

#
1	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−2.9%	+11.4%	+14.1%	+20.5%	+12.9%	−6.2%	$799M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Cards for this view

EQL vs IVV

EQL

ALPS Equal Sector Weight

$18,321

IVV

iShares Core S&P 500

$17,152

MeasureEQLIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.31%1.14%

5 years, per year+12.9%+11.4%

3 years, per year+20.5%+22.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.7%13.6%

4–2measures won
EQL first

63.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EQL, IVV, VOO

Today

93.5%most shared, IVV and VOO

EQLIVVVOO

EQL—63.7%61.2%

IVV63.7%—93.5%

VOO61.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, EQL

EQL$131 − $19 = $112

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee