IALT vs TOS

AIALT

BTOS

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.36%TOS · $36 on $10k

Most income0.39%IALT · $39 on $10k

Smallest drop[…][…]

Held in common0.8%IALT and TOS

IALT

TOS

iShares Systematic Alternatives Active ETF · $7.8BTwin Oak Strategic Solutions ETF · $135M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $36 on $10k · lower wins0.36%

0.39%12-mo yield$39 · $0 on $10k0.00%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIALT · TOS

0.6%UNP7.3%

0.1%LRCX3.2%

0.1%NVDA9.2%

0.0%STX0.4%

Held in common0.8%

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

Both

5Y2 funds

#			Trend					1Y	3Y/yr	5Y/yr	Drop
1	AIALT	iShares Systematic Alternatives Active ETFRead Desk		0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B
2	BTOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	+0.9%	new	new	new	new	[…]	$135M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend					1Y	3Y/yr	5Y/yr	Drop
1	AIALT	iShares Systematic Alternatives Active ETFRead Desk		0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B
2	BTOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	+0.9%	new	new	new	new	[…]	$135M

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

IALT vs TOS

IALT

iShares Systematic Alternatives Active

[…]

TOS

Twin Oak Strategic Solutions

[…]

MeasureIALTTOS

Fee0.99%0.36%

Cost on $10k a year$99$36

Yield0.39%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: IALT, TOS

Today

0.8%most shared, IALT and TOS

IALTTOS

IALT—0.8%

TOS0.8%—

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

Income After Fees on $10,000

−$36most kept, TOS

TOS$0 − $36 = −$36

IALT$39 − $99 = −$60

KeptFee

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