IVV vs GVAL

AIVV

BGVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,625GVAL · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.60%GVAL · $260 on $10k

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

Held in common0.2%IVV and GVAL

IVV

GVAL

iShares Core S&P 500 ETF · $850BCambria Global Value ETF · $571M

+22.1%3 years · per year$18,221 · $20,978+28.0%

+11.4%5 years · per year$17,151 · $18,625+13.2%

0.03%Expense ratio$3 · $68 on $10k · lower wins0.68%

1.14%12-mo yield$114 · $260 on $10k2.60%

−8.9%Worst dropSmaller wins−11.5%

13.6%VolatilityLower wins17.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · GVAL

0.2%COP0.2%

Held in common0.2%

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	BGVAL	Cambria Global Value ETFRead Desk	0.68%	2.60%	−2.0%	+16.7%	+24.3%	+28.0%	+13.2%	−11.5%	$571M
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%	$850.0B
3	SPY	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

All Three

5Y3 funds

#
1	BGVAL	Cambria Global Value ETFRead Desk	0.68%	2.60%	−2.0%	+16.7%	+24.3%	+28.0%	+13.2%	−11.5%	$571M
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%	$850.0B
3	SPY	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

IVV vs GVAL

IVV

iShares Core S&P 500

$17,152

GVAL

Cambria Global Value

$18,625

MeasureIVVGVAL

Fee0.03%0.68%

Cost on $10k a year$3$68

Yield1.14%2.60%

5 years, per year+11.4%+13.2%

3 years, per year+22.1%+28.0%

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y13.6%17.0%

3–3measures won
level

0.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, GVAL, SPY

Today

99.9%most shared, IVV and SPY

IVVGVALSPY

IVV—0.2%99.9%

GVAL0.2%—0.2%

SPY99.9%0.2%—

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

Income After Fees on $10,000

$192most kept, GVAL

GVAL$260 − $68 = $192

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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