LCF vs IVV

ALCF

BIVV

Measures won0–5IVV 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 common42.4%LCF and IVV

LCF

IVV

Touchstone US Large Cap Focused ETF · $70MiShares Core S&P 500 ETF · $887B

+19.0%3 years · per year$16,832 · $18,221+22.1%

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

1.18%Expense ratio$118 · $3 on $10k · lower wins0.03%

0.52%12-mo yield$52 · $114 on $10k1.14%

−11.7%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLCF · IVV

8.5%AAPL7.7%

6.9%NVDA7.3%

10.1%MSFT6.2%

6.0%AMZN3.9%

Held in common42.4%

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	ALCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−3.3%	+6.1%	+8.1%	+19.0%	new	−11.7%	$70M

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	ALCF	Touchstone US Large Cap Focused ETFRead Desk	1.18%	0.52%	−3.3%	+6.1%	+8.1%	+19.0%	new	−11.7%	$70M

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

LCF vs IVV

LCF

Touchstone US Large Cap Focused

[…]

IVV

iShares Core S&P 500

$17,151

MeasureLCFIVV

Fee1.18%0.03%

Cost on $10k a year$118$3

Yield0.52%1.14%

5 years, per year[…]+11.4%

3 years, per year+19.0%+22.1%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y13.7%13.6%

5–0measures won
IVV first

42.4%

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: LCF, IVV, VOO

Today

93.5%most shared, IVV and VOO

LCFIVVVOO

LCF—42.4%41.5%

IVV42.4%—93.5%

VOO41.5%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

LCF$52 − $118 = −$67

KeptFee

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