IQSU vs VV

AIQSU

BVV

Measures won0–6VV wins · of 6 · 5Y

$10,000 · 5Y$17,405VV · IQSU $16,337

Lowest cost0.03%VV · $3 on $10k

Most income1.04%VV · $104 on $10k

Smallest drop−9.2%VV · worst fall in 1Y

Held in common57.9%IQSU and VV

IQSU

NYLI Candriam U.S. Large Cap Equity ETF · $334MVanguard Morningstar Large-Cap ETF · $54.1B

+20.7%3 years · per year$17,573 · $19,187+24.3%

+10.3%5 years · per year$16,337 · $17,405+11.7%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.93%12-mo yield$93 · $104 on $10k1.04%

−11.2%Worst dropSmaller wins−9.2%

14.3%VolatilityLower wins12.9%

0–6VV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQSU · VV

10.8%AAPL7.5%

5.5%MSFT5.9%

4.9%AMZN3.7%

4.4%GOOGL3.1%

Held in common57.9%

End-of-day Nov 3, 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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B
2	AIQSU	NYLI Candriam U.S. Large Cap Equity ETFRead Desk		0.09%	0.93%	+0.1%	+12.4%	+13.7%	+20.7%	+10.3%	−11.2%	$334M

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

Both

5Y2 funds

#			Trend
1	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.04%	+0.4%	+11.3%	+11.3%	+24.3%	+11.7%	−9.2%	$54.1B
2	AIQSU	NYLI Candriam U.S. Large Cap Equity ETFRead Desk		0.09%	0.93%	+0.1%	+12.4%	+13.7%	+20.7%	+10.3%	−11.2%	$334M

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

Cards for this view

IQSU vs VV

IQSU

NYLI Candriam U.S. Large Cap Equity

$16,337

Vanguard Morningstar Large-Cap

$17,405

MeasureIQSUVV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.93%1.04%

5 years, per year+10.3%+11.7%

3 years, per year+20.7%+24.3%

Worst drop · 1Y−11.2%−9.2%

Volatility · 1Y14.3%12.9%

6–0measures won
VV first

57.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IQSU, VV

Today

57.9%most shared, IQSU and VV

IQSUVV

IQSU—57.9%

VV57.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, VV

VV$104 − $3 = $101

IQSU$93 − $9 = $84

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee