ILCV vs SPY

AILCV

BSPY

Measures won6–0ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,926ILCV · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.53%ILCV · $153 on $10k

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

Held in common69.5%ILCV and SPY

ILCV

SPY

iShares Morningstar Value ETF · $1.4BState Street SPDR S&P 500 ETF · $819B

+22.0%3 years · per year$18,161 · $18,039+21.7%

+12.4%5 years · per year$17,926 · $17,118+11.3%

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

1.53%12-mo yield$153 · $103 on $10k1.03%

−6.5%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

6–0ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · SPY

7.2%AAPL7.9%

8.6%MSFT6.3%

3.3%AMZN4.0%

2.4%META2.1%

Held in common69.5%

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	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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

ILCV vs SPY

ILCV

iShares Morningstar Value

$17,927

SPY

SPDR S&P 500

$17,118

MeasureILCVSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.53%1.03%

5 years, per year+12.4%+11.3%

3 years, per year+22.0%+21.7%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y10.4%13.6%

6–0measures won
ILCV first

69.5%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: ILCV, SPY, IVV

Today

99.9%most shared, SPY and IVV

ILCVSPYIVV

ILCV—69.5%69.5%

SPY69.5%—99.9%

IVV69.5%99.9%—

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

Income After Fees on $10,000

$149most kept, ILCV

ILCV$153 − $4 = $149

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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