IVLU vs VOO

AIVLU

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income3.33%IVLU · $333 on $10k

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

Held in common0.0%IVLU and VOO

IVLU

VOO

iShares MSCI Intl Value Factor ETF · $4.5BVanguard S&P 500 ETF · $1.00T

+25.3%3 years · per year$19,670 · $18,224+22.1%

+14.6%5 years · per year$19,789 · $17,156+11.4%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

3.33%12-mo yield$333 · $110 on $10k1.10%

−11.7%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVLU · VOO

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

All Three

5Y3 funds

#
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	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%	$850.0B

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	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	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%	$850.0B

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 VOO

IVLU

iShares MSCI Intl Value Factor

$19,789

VOO

Vanguard S&P 500

$17,156

MeasureIVLUVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield3.33%1.10%

5 years, per year+14.6%+11.4%

3 years, per year+25.3%+22.1%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.3%13.5%

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, VOO, IVV

Today

93.5%most shared, VOO and IVV

IVLUVOOIVV

IVLU—0.0%0.0%

VOO0.0%—93.5%

IVV0.0%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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