IVV vs LSAT

AIVV

BLSAT

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · LSAT $15,304

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%LSAT · $150 on $10k

Smallest drop−7.5%LSAT · worst fall in 1Y

Held in common0.3%IVV and LSAT

IVV

LSAT

iShares Core S&P 500 ETF · $887BLeaderShares AlphaFactor Tactical Focused ETF · $72M

+22.1%3 years · per year$18,221 · $15,909+16.7%

+11.4%5 years · per year$17,151 · $15,304+8.9%

0.03%Expense ratio$3 · $99 on $10k · lower wins0.99%

1.14%12-mo yield$114 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−7.5%

13.6%VolatilityLower wins13.7%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · LSAT

0.1%FERG3.3%

0.1%DHI3.3%

0.0%SYF3.1%

0.0%LUV3.3%

Held in common0.3%

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	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
2	BLSAT	LeaderShares AlphaFactor Tactical Focused ETFRead Desk		0.99%	1.50%	−1.8%	+26.3%	+25.5%	+16.7%	+8.9%	−7.5%	$72M

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	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
2	BLSAT	LeaderShares AlphaFactor Tactical Focused ETFRead Desk		0.99%	1.50%	−1.8%	+26.3%	+25.5%	+16.7%	+8.9%	−7.5%	$72M

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 LSAT

IVV

iShares Core S&P 500

$17,152

LSAT

LeaderShares AlphaFactor Tactical Focused

$15,304

MeasureIVVLSAT

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.14%1.50%

5 years, per year+11.4%+8.9%

3 years, per year+22.1%+16.7%

Worst drop · 1Y−8.9%−7.5%

Volatility · 1Y13.6%13.7%

4–2measures won
IVV first

0.3%

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, LSAT

Today

0.3%most shared, IVV and LSAT

IVVLSAT

IVV—0.3%

LSAT0.3%—

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

LSAT$150 − $99 = $51

KeptFee

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