ILCV vs SPYM

AILCV

BSPYM

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,209ILCV · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.50%ILCV · $150 on $10k

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

Held in common69.3%ILCV and SPYM

ILCV

SPYM

iShares Morningstar Value ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $179B

+22.1%3 years · per year$18,185 · $18,161+22.0%

+12.7%5 years · per year$18,209 · $17,553+11.9%

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

1.50%12-mo yield$150 · $103 on $10k1.03%

−6.5%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.7%

5–1ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · SPYM

7.2%AAPL7.9%

8.6%MSFT6.2%

3.3%AMZN4.0%

2.5%META2.1%

Held in common69.3%

End-of-day Nov 9, 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%	1.50%	+2.0%	+18.4%	+22.7%	+22.1%	+12.7%	−6.5%	$1.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

End-of-day Nov 9, 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%	1.50%	+2.0%	+18.4%	+22.7%	+22.1%	+12.7%	−6.5%	$1.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

End-of-day Nov 9, 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

$18,209

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureILCVSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.50%1.03%

5 years, per year+12.7%+11.9%

3 years, per year+22.1%+22.0%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y10.6%13.7%

5–1measures won
ILCV first

69.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ILCV, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

ILCVSPYMVOO

ILCV—69.3%65.3%

SPYM69.3%—92.7%

VOO65.3%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, ILCV

ILCV$150 − $4 = $146

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee