IVV vs LCF

AIVV

BLCF

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common42.4%IVV and LCF

IVV

LCF

iShares Core S&P 500 ETF · $850BTouchstone US Large Cap Focused ETF · $67M

+22.1%3 years · per year$18,221 · $16,832+19.0%

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $118 on $10k · lower wins1.18%

1.14%12-mo yield$114 · $52 on $10k0.52%

−8.9%Worst dropSmaller wins−11.7%

13.6%VolatilityLower wins13.7%

5–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · LCF

7.7%AAPL8.5%

7.3%NVDA6.9%

6.2%MSFT10.1%

3.9%AMZN6.0%

Held in common42.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BLCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−3.3%	+6.1%	+8.1%	+19.0%	new	−11.7%	$67M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BLCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−3.3%	+6.1%	+8.1%	+19.0%	new	−11.7%	$67M

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 LCF

IVV

iShares Core S&P 500

$17,151

LCF

Touchstone US Large Cap Focused

[…]

MeasureIVVLCF

Fee0.03%1.18%

Cost on $10k a year$3$118

Yield1.14%0.52%

5 years, per year+11.4%[…]

3 years, per year+22.1%+19.0%

Worst drop · 1Y−8.9%−11.7%

Volatility · 1Y13.6%13.7%

5–0measures won
IVV first

42.4%

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: IVV, LCF, VOO

Today

93.5%most shared, IVV and VOO

IVVLCFVOO

IVV—42.4%93.5%

LCF42.4%—41.5%

VOO93.5%41.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

LCF$52 − $118 = −$67

KeptFee

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