ILCV vs SPYM

AILCV

BSPYM

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,986ILCV · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.52%ILCV · $152 on $10k

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

Held in common68.9%ILCV and SPYM

ILCV

SPYM

iShares Morningstar Value ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.4%3 years · per year$18,350 · $18,222+22.1%

+12.5%5 years · per year$17,986 · $17,164+11.4%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.52%12-mo yield$152 · $106 on $10k1.06%

−6.5%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

5–1ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · SPYM

7.1%AAPL7.7%

8.7%MSFT6.2%

3.3%AMZN3.9%

2.5%META2.1%

Held in common68.9%

End-of-day Nov 5, 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%	1.52%	−2.8%	+16.6%	+21.2%	+22.4%	+12.5%	−6.5%	$1.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

End-of-day Nov 5, 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%	1.52%	−2.8%	+16.6%	+21.2%	+22.4%	+12.5%	−6.5%	$1.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

ILCV vs SPYM

ILCV

iShares Morningstar Value

$17,986

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureILCVSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.52%1.06%

5 years, per year+12.5%+11.4%

3 years, per year+22.4%+22.1%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y10.4%13.6%

5–1measures won
ILCV first

68.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ILCV, SPYM

Today

68.9%most shared, ILCV and SPYM

ILCVSPYM

ILCV—68.9%

SPYM68.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee