IVV vs TILT

AIVV

BTILT

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · TILT $16,273

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common70.0%IVV and TILT

IVV

TILT

iShares Core S&P 500 ETF · $853BNorthern Trust Morningstar US Market Factor Tilt ETF · $2.1B

+21.8%3 years · per year$18,084 · $17,818+21.2%

+11.4%5 years · per year$17,177 · $16,273+10.2%

0.03%Expense ratio$3 · $26 on $10k · lower wins0.26%

1.14%12-mo yield$114 · $110 on $10k1.10%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins13.0%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · TILT

7.9%AAPL5.3%

6.9%NVDA4.4%

6.3%MSFT4.2%

4.0%AMZN2.7%

Held in common70.0%

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

Both

5Y2 funds

#			Trend
1	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
2	BTILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BTILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B

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 TILT

IVV

iShares Core S&P 500

$17,177

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

MeasureIVVTILT

Fee0.03%0.26%

Cost on $10k a year$3$26

Yield1.14%1.10%

5 years, per year+11.4%+10.2%

3 years, per year+21.8%+21.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%13.0%

3–2measures won
IVV first

70.0%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, TILT

Today

70.0%most shared, IVV and TILT

IVVTILT

IVV—70.0%

TILT70.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TILT$110 − $26 = $84

KeptFee

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