IVV vs EQL

AIVV

BEQL

Measures won2–4EQL wins · of 6 · 5Y

$10,000 · 5Y$18,321EQL · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%EQL · $131 on $10k

Smallest drop−6.2%EQL · worst fall in 1Y

Held in common63.7%IVV and EQL

IVV

EQL

iShares Core S&P 500 ETF · $887BALPS Equal Sector Weight ETF · $799M

+22.1%3 years · per year$18,221 · $17,489+20.5%

+11.4%5 years · per year$17,151 · $18,321+12.9%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.14%12-mo yield$114 · $131 on $10k1.31%

−8.9%Worst dropSmaller wins−6.2%

13.6%VolatilityLower wins9.7%

2–4EQL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · EQL

3.9%AMZN3.9%

2.6%GOOGL4.3%

2.1%META1.9%

7.7%AAPL1.8%

Held in common63.7%

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	BEQL	ALPS Equal Sector Weight ETFRead Desk		0.19%	1.31%	−2.9%	+11.4%	+14.1%	+20.5%	+12.9%	−6.2%	$799M
2	AIVV	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

Both

5Y2 funds

#			Trend
1	BEQL	ALPS Equal Sector Weight ETFRead Desk		0.19%	1.31%	−2.9%	+11.4%	+14.1%	+20.5%	+12.9%	−6.2%	$799M
2	AIVV	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

IVV vs EQL

IVV

iShares Core S&P 500

$17,152

EQL

ALPS Equal Sector Weight

$18,321

MeasureIVVEQL

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.14%1.31%

5 years, per year+11.4%+12.9%

3 years, per year+22.1%+20.5%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.6%9.7%

4–2measures won
EQL first

63.7%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: IVV, EQL

Today

63.7%most shared, IVV and EQL

IVVEQL

IVV—63.7%

EQL63.7%—

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

Income After Fees on $10,000

$112most kept, EQL

EQL$131 − $19 = $112

IVV$114 − $3 = $111

KeptFee

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