LGDX vs IVV

ALGDX

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common64.2%LGDX and IVV

LGDX

IVV

Intech S&P Large Cap Diversified Alpha ETF · $136MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

0.48%12-mo yield$48 · $111 on $10k1.11%

−9.0%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.8%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGDX · IVV

7.9%NVDA7.1%

5.9%AAPL7.9%

4.8%MSFT6.2%

3.0%AMZN4.0%

Held in common64.2%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.48%	+2.5%	+7.5%	+10.6%	new	new	−9.0%	$136M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.48%	+2.5%	+7.5%	+10.6%	new	new	−9.0%	$136M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LGDX vs IVV

LGDX

Intech S&P Large Cap Diversified Alpha

[…]

IVV

iShares Core S&P 500

$17,545

MeasureLGDXIVV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield0.48%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.4%13.8%

4–0measures won
IVV first

64.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: LGDX, IVV, VUG

Today

64.2%most shared, LGDX and IVV

LGDXIVVVUG

LGDX—64.2%48.7%

IVV64.2%—55.1%

VUG48.7%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

LGDX$48 − $25 = $23

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee