ILCV vs SPY

AILCV

BSPY

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,668ILCV · SPY $18,060

Lowest cost0.04%ILCV · $4 on $10k

Most income1.48%ILCV · $148 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common68.4%ILCV and SPY

ILCV

SPY

iShares Morningstar Value ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+23.9%3 years · per year$19,027 · $19,132+24.1%

+13.3%5 years · per year$18,668 · $18,060+12.6%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.48%12-mo yield$148 · $99 on $10k0.99%

−6.5%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins12.9%

5–1ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · SPY

6.9%AAPL7.4%

8.4%MSFT5.9%

3.2%AMZN3.8%

2.5%META2.1%

Held in common68.4%

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

Both

5Y2 funds

#			Trend
1	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
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

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

Both

5Y2 funds

#			Trend
1	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
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

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

ILCV vs SPY

ILCV

iShares Morningstar Value

$18,668

SPY

SPDR S&P 500

$18,060

MeasureILCVSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.48%0.99%

5 years, per year+13.3%+12.6%

3 years, per year+23.9%+24.1%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y10.0%12.9%

5–1measures won
ILCV first

68.4%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ILCV, SPY

Today

68.4%most shared, ILCV and SPY

ILCVSPY

ILCV—68.4%

SPY68.4%—

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

Income After Fees on $10,000

$144most kept, ILCV

ILCV$148 − $4 = $144

SPY$99 − $9 = $90

KeptFee

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