HLAL vs IVV

AHLAL

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,400HLAL · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common57.4%HLAL and IVV

HLAL

IVV

Wahed FTSE USA Shariah ETF · $901MiShares Core S&P 500 ETF · $853B

+19.3%3 years · per year$16,997 · $18,084+21.8%

+11.7%5 years · per year$17,400 · $17,177+11.4%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.40%12-mo yield$40 · $114 on $10k1.14%

−11.7%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHLAL · IVV

13.1%AAPL7.9%

11.0%NVDA6.9%

10.6%MSFT6.3%

4.4%GOOGL2.6%

Held in common57.4%

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	AHLAL	Wahed FTSE USA Shariah ETFRead Desk	0.50%	0.40%	+0.8%	+10.2%	+11.9%	+19.3%	+11.7%	−11.7%	$901M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

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	AHLAL	Wahed FTSE USA Shariah ETFRead Desk	0.50%	0.40%	+0.8%	+10.2%	+11.9%	+19.3%	+11.7%	−11.7%	$901M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

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

HLAL vs IVV

HLAL

Wahed FTSE USA Shariah

$17,400

IVV

iShares Core S&P 500

$17,177

MeasureHLALIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.40%1.14%

5 years, per year+11.7%+11.4%

3 years, per year+19.3%+21.8%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.7%13.6%

5–1measures won
IVV first

57.4%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HLAL, IVV, VOO

Today

92.2%most shared, IVV and VOO

HLALIVVVOO

HLAL—57.4%60.5%

IVV57.4%—92.2%

VOO60.5%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

HLAL$40 − $50 = −$10

KeptFee

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