IVLU vs SPY

AIVLU

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income3.33%IVLU · $333 on $10k

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

Held in common0.0%IVLU and SPY

IVLU

SPY

iShares MSCI Intl Value Factor ETF · $4.5BState Street SPDR S&P 500 ETF · $819B

+25.3%3 years · per year$19,670 · $18,174+22.0%

+14.6%5 years · per year$19,789 · $17,099+11.3%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

3.33%12-mo yield$333 · $103 on $10k1.03%

−11.7%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Both

5Y2 funds

#			Trend
1	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

IVLU vs SPY

IVLU

iShares MSCI Intl Value Factor

$19,789

SPY

SPDR S&P 500

$17,099

MeasureIVLUSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield3.33%1.03%

5 years, per year+14.6%+11.3%

3 years, per year+25.3%+22.0%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.3%13.6%

3–3measures won
level

0.0%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVLU, SPY

Today

0.0%most shared, IVLU and SPY

IVLUSPY

IVLU—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

SPY$103 − $9 = $94

KeptFee

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