GLOF vs SPY

AGLOF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.55%GLOF · $155 on $10k

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

Held in common47.9%GLOF and SPY

GLOF

SPY

iShares Global Equity Factor ETF · $205MState Street SPDR S&P 500 ETF · $805B

+24.5%3 years · per year$19,321 · $19,132+24.1%

+12.3%5 years · per year$17,851 · $18,060+12.6%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.55%12-mo yield$155 · $99 on $10k0.99%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLOF · SPY

4.7%NVDA7.7%

4.7%AAPL7.4%

3.7%MSFT5.9%

2.2%AMZN3.8%

Held in common47.9%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AGLOF	iShares Global Equity Factor ETFRead Desk	0.20%	1.55%	+1.7%	+15.2%	+16.3%	+24.5%	+12.3%	−9.1%	$205M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AGLOF	iShares Global Equity Factor ETFRead Desk	0.20%	1.55%	+1.7%	+15.2%	+16.3%	+24.5%	+12.3%	−9.1%	$205M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GLOF vs SPY

GLOF

iShares Global Equity Factor

$17,851

SPY

SPDR S&P 500

$18,060

MeasureGLOFSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.55%0.99%

5 years, per year+12.3%+12.6%

3 years, per year+24.5%+24.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%12.9%

4–2measures won
SPY first

47.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: GLOF, SPY, IVV

Today

99.9%most shared, SPY and IVV

GLOFSPYIVV

GLOF—47.9%47.9%

SPY47.9%—99.9%

IVV47.9%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, GLOF

GLOF$155 − $20 = $135

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee