IVV vs EQL

AIVV

BEQL

Measures won2–4EQL wins · of 6 · 5Y

$10,000 · 5Y$18,287EQL · VOO $17,177

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 · $853BALPS Equal Sector Weight ETF · $778M

+21.8%3 years · per year$18,084 · $17,356+20.2%

+11.4%5 years · per year$17,177 · $18,287+12.8%

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 yearsAll four, one scale

Shared top holdingsIVV · EQL

4.0%AMZN3.9%

2.6%GOOGL4.3%

2.1%META1.9%

7.9%AAPL1.8%

Held in common63.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−0.1%	+11.2%	+13.5%	+20.2%	+12.8%	−6.2%	$778M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−0.1%	+11.2%	+13.5%	+20.2%	+12.8%	−6.2%	$778M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 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

$17,177

EQL

ALPS Equal Sector Weight

$18,287

MeasureIVVEQL

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.14%1.31%

5 years, per year+11.4%+12.8%

3 years, per year+21.8%+20.2%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.6%9.7%

4–2measures won
EQL first

63.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, EQL, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVEQLVOOSPY

IVV—63.7%92.2%99.9%

EQL63.7%—60.7%63.7%

VOO92.2%60.7%—92.2%

SPY99.9%63.7%92.2%—

End-of-day Nov 6, 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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee