LCAP vs IVV

ALCAP

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common51.6%LCAP and IVV

LCAP

IVV

Principal Capital Appreciation Select ETF · $1.8BiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

0.10%12-mo yield$10 · $114 on $10k1.14%

−9.3%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLCAP · IVV

7.2%AAPL7.7%

6.9%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

Held in common51.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	ALCAP	Principal Capital Appreciation Select ETFRead Desk	0.29%	0.10%	−3.9%	+9.5%	+9.8%	new	new	−9.3%	$1.8B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	ALCAP	Principal Capital Appreciation Select ETFRead Desk	0.29%	0.10%	−3.9%	+9.5%	+9.8%	new	new	−9.3%	$1.8B

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

LCAP vs IVV

LCAP

Principal Capital Appreciation Select

[…]

IVV

iShares Core S&P 500

$17,151

MeasureLCAPIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield0.10%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.1%13.6%

4–0measures won
IVV first

51.6%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LCAP, IVV, VOO

Today

93.5%most shared, IVV and VOO

LCAPIVVVOO

LCAP—51.6%51.6%

IVV51.6%—93.5%

VOO51.6%93.5%—

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

VOO$110 − $3 = $107

LCAP$10 − $29 = −$19

KeptFee

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