IVV vs QVAL

AIVV

BQVAL

Measures won2–4QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,095QVAL · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.40%QVAL · $140 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common4.0%IVV and QVAL

IVV

QVAL

iShares Core S&P 500 ETF · $850BAlpha Architect U.S. Quantitative Value ETF · $720M

+21.8%3 years · per year$18,084 · $18,400+22.5%

+11.4%5 years · per year$17,177 · $19,095+13.8%

0.03%Expense ratio$3 · $28 on $10k · lower wins0.28%

1.14%12-mo yield$114 · $140 on $10k1.40%

−8.9%Worst dropSmaller wins−6.3%

13.6%VolatilityLower wins14.3%

2–4QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · QVAL

0.3%VZ2.5%

0.3%COP2.0%

0.3%ACN2.5%

0.2%T1.6%

Held in common4.0%

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 Three

5Y3 funds

#
1	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M
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%	$850.0B

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

All Three

5Y3 funds

#
1	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M
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%	$850.0B

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 QVAL

IVV

iShares Core S&P 500

$17,177

QVAL

Alpha Architect U.S. Quantitative Value

$19,095

MeasureIVVQVAL

Fee0.03%0.28%

Cost on $10k a year$3$28

Yield1.14%1.40%

5 years, per year+11.4%+13.8%

3 years, per year+21.8%+22.5%

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.6%14.3%

4–2measures won
QVAL first

4.0%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, QVAL, VOO

Today

92.2%most shared, IVV and VOO

IVVQVALVOO

IVV—4.0%92.2%

QVAL4.0%—3.7%

VOO92.2%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, QVAL

QVAL$140 − $28 = $112

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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