EQL vs IVV

AEQL

BIVV

Measures won4–2EQL wins · of 6 · 5Y

$10,000 · 5Y$18,287EQL · IVV $17,177

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 · $778MiShares Core S&P 500 ETF · $853B

+20.2%3 years · per year$17,356 · $18,084+21.8%

+12.8%5 years · per year$18,287 · $17,177+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%AMZN4.0%

4.3%GOOGL2.6%

1.9%META2.1%

1.8%AAPL7.9%

Held in common63.7%

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	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−0.1%	+11.2%	+13.5%	+20.2%	+12.8%	−6.2%	$778M
2	BIVV	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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−0.1%	+11.2%	+13.5%	+20.2%	+12.8%	−6.2%	$778M
2	BIVV	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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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

EQL vs IVV

EQL

ALPS Equal Sector Weight

$18,287

IVV

iShares Core S&P 500

$17,177

MeasureEQLIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.31%1.14%

5 years, per year+12.8%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.7%13.6%

4–2measures won
EQL first

63.7%

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: EQL, IVV, VTI

Today

85.5%most shared, IVV and VTI

EQLIVVVTI

EQL—63.7%58.3%

IVV63.7%—85.5%

VTI58.3%85.5%—

End-of-day Nov 6, 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

VTI$109 − $3 = $106

KeptFee

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