IVV vs VALQ

AIVV

BVALQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.71%VALQ · $171 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common26.2%IVV and VALQ

IVV

VALQ

iShares Core S&P 500 ETF · $850BAmerican Century STOXX U.S. Quality Value ETF · $197M

+21.8%3 years · per year$18,084 · $15,667+16.1%

+11.4%5 years · per year$17,177 · $15,496+9.2%

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.14%12-mo yield$114 · $171 on $10k1.71%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · VALQ

7.9%AAPL1.5%

1.1%XOM1.7%

1.0%JNJ1.9%

2.1%META1.0%

Held in common26.2%

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$197M

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	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$197M

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 VALQ

IVV

iShares Core S&P 500

$17,177

VALQ

American Century STOXX U.S. Quality Value

$15,496

MeasureIVVVALQ

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.14%1.71%

5 years, per year+11.4%+9.2%

3 years, per year+21.8%+16.1%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%11.6%

3–3measures won
level

26.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

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, VALQ, SPY

Today

99.9%most shared, IVV and SPY

IVVVALQSPY

IVV—26.2%99.9%

VALQ26.2%—26.2%

SPY99.9%26.2%—

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

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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