LBO vs IVV

ALBO

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income6.25%LBO · $625 on $10k

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

Held in common0.6%LBO and IVV

LBO

IVV

WHITEWOLF Publicly Listed Private Equity ETF · $7MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

6.53%Expense ratio$653 · $3 on $10k · lower wins0.03%

6.25%12-mo yield$625 · $114 on $10k1.14%

−25.1%Worst dropSmaller wins−8.9%

24.1%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLBO · IVV

5.5%BLK0.3%

3.8%BX0.1%

7.6%KKR0.1%

10.0%APO0.1%

Held in common0.6%

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	BIVV	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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M

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	BIVV	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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M

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

LBO vs IVV

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

IVV

iShares Core S&P 500

$17,177

MeasureLBOIVV

Fee6.53%0.03%

Cost on $10k a year$653$3

Yield6.25%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−25.1%−8.9%

Volatility · 1Y24.1%13.6%

3–1measures won
IVV first

0.6%

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$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: LBO, IVV

Today

0.6%most shared, LBO and IVV

LBOIVV

LBO—0.6%

IVV0.6%—

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

LBO$625 − $653 = −$28

KeptFee

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