ILCV vs VOO

AILCV

BVOO

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,986ILCV · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.52%ILCV · $152 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

+22.4%3 years · per year$18,350 · $18,224+22.1%

+12.5%5 years · per year$17,986 · $17,156+11.4%

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

1.52%12-mo yield$152 · $110 on $10k1.10%

−6.5%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.5%

5–1ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · VOO

7.1%AAPL7.4%

8.7%MSFT5.8%

3.3%AMZN3.7%

2.5%META2.4%

Held in common65.4%

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

All Three

5Y3 funds

#
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

End-of-day Nov 5, 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%	1.52%	−2.8%	+16.6%	+21.2%	+22.4%	+12.5%	−6.5%	$1.4B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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 VOO

ILCV

iShares Morningstar Value

$17,986

VOO

Vanguard S&P 500

$17,156

MeasureILCVVOO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.52%1.10%

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%13.5%

5–1measures won
ILCV first

65.4%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ILCV, VOO, IVV

Today

93.5%most shared, VOO and IVV

ILCVVOOIVV

ILCV—65.4%68.9%

VOO65.4%—93.5%

IVV68.9%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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