IQM vs VOO

AIQM

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IQM $17,063

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common25.5%IQM and VOO

IQM

VOO

Franklin Intelligent Machines ETF · $71MVanguard S&P 500 ETF · $1.00T

+29.0%3 years · per year$21,463 · $19,172+24.2%

+11.3%5 years · per year$17,063 · $18,115+12.6%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $105 on $10k1.05%

−29.3%Worst dropSmaller wins−8.9%

40.1%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQM · VOO

8.6%NVDA8.4%

4.6%AAPL7.4%

4.5%AVGO2.5%

3.6%TSLA1.5%

Held in common25.5%

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	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
2	AIQM	Franklin Intelligent Machines ETFRead Desk		0.50%	0.00%	−4.0%	+1.9%	−6.8%	+29.0%	+11.3%	−29.3%	$71M

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	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
2	AIQM	Franklin Intelligent Machines ETFRead Desk		0.50%	0.00%	−4.0%	+1.9%	−6.8%	+29.0%	+11.3%	−29.3%	$71M

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

IQM vs VOO

IQM

Franklin Intelligent Machines

$17,063

VOO

Vanguard S&P 500

$18,115

MeasureIQMVOO

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.00%1.05%

5 years, per year+11.3%+12.6%

3 years, per year+29.0%+24.2%

Worst drop · 1Y−29.3%−8.9%

Volatility · 1Y40.1%12.8%

5–1measures won
VOO first

25.5%

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%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IQM, VOO

Today

25.5%most shared, IQM and VOO

IQMVOO

IQM—25.5%

VOO25.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

IQM$0 − $50 = −$50

KeptFee

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