ILCV vs VOO

AILCV

BVOO

Measures won4–2ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,668ILCV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.48%ILCV · $148 on $10k

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

Held in common65.4%ILCV and VOO

ILCV

VOO

iShares Morningstar Value ETF · $1.4BVanguard S&P 500 ETF · $1.00T

+23.9%3 years · per year$19,027 · $19,172+24.2%

+13.3%5 years · per year$18,668 · $18,115+12.6%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $105 on $10k1.05%

−6.5%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins12.8%

4–2ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · VOO

6.9%AAPL7.4%

8.4%MSFT5.8%

3.2%AMZN3.7%

2.5%META2.4%

Held in common65.4%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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 VOO

ILCV

iShares Morningstar Value

$18,668

VOO

Vanguard S&P 500

$18,115

MeasureILCVVOO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.48%1.05%

5 years, per year+13.3%+12.6%

3 years, per year+23.9%+24.2%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y10.0%12.8%

4–2measures won
ILCV first

65.4%

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: ILCV, VOO

Today

65.4%most shared, ILCV and VOO

ILCVVOO

ILCV—65.4%

VOO65.4%—

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

VOO$105 − $3 = $102

KeptFee

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