LGLV vs GSLC

ALGLV

BGSLC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · GSLC $16,724

Lowest cost0.09%GSLC · $9 on $10k

Most income2.02%LGLV · $202 on $10k

Smallest drop−8.2%LGLV · worst fall in 1Y

Held in common21.7%LGLV and GSLC

LGLV

GSLC

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF · $14.6B

+14.8%3 years · per year$15,121 · $17,592+20.7%

+8.3%5 years · per year$14,882 · $16,724+10.8%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

2.02%12-mo yield$202 · $103 on $10k1.03%

−8.2%Worst dropSmaller wins−9.5%

10.9%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGLV · GSLC

1.0%BRK-B1.1%

1.1%JNJ0.9%

1.1%V0.9%

0.8%MSFT5.8%

Held in common21.7%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk	0.09%	1.03%	+2.2%	+9.8%	+12.2%	+20.7%	+10.8%	−9.5%	$14.6B
3	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.02%	+1.4%	+11.1%	+14.2%	+14.8%	+8.3%	−8.2%	$1.2B

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk	0.09%	1.03%	+2.2%	+9.8%	+12.2%	+20.7%	+10.8%	−9.5%	$14.6B
3	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.02%	+1.4%	+11.1%	+14.2%	+14.8%	+8.3%	−8.2%	$1.2B

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

LGLV vs GSLC

LGLV

SPDR US Large Cap Low Volatility Index

$14,882

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity

$16,724

MeasureLGLVGSLC

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield2.02%1.03%

5 years, per year+8.3%+10.8%

3 years, per year+14.8%+20.7%

Worst drop · 1Y−8.2%−9.5%

Volatility · 1Y10.9%13.2%

3–3measures won
level

21.7%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LGLV, GSLC, SPY

Today

74.4%most shared, GSLC and SPY

LGLVGSLCSPY

LGLV—21.7%21.0%

GSLC21.7%—74.4%

SPY21.0%74.4%—

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

Income After Fees on $10,000

$190most kept, LGLV

LGLV$202 − $12 = $190

GSLC$103 − $9 = $94

SPY$101 − $9 = $92

KeptFee

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