LGLV vs SPY

ALGLV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · LGLV $14,882

Lowest cost0.09%SPY · $9 on $10k

Most income2.02%LGLV · $202 on $10k

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

Held in common21.0%LGLV and SPY

LGLV

SPY

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BState Street SPDR S&P 500 ETF · $778B

+14.8%3 years · per year$15,121 · $18,118+21.9%

+8.3%5 years · per year$14,882 · $17,493+11.8%

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

2.02%12-mo yield$202 · $101 on $10k1.01%

−8.2%Worst dropSmaller wins−8.9%

10.9%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLGLV · SPY

1.1%V1.1%

1.1%JNJ1.0%

1.0%BRK-B1.7%

0.9%MA0.8%

Held in common21.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	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	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

Both

5Y2 funds

#			Trend
1	BSPY	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	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 SPY

LGLV

SPDR US Large Cap Low Volatility Index

$14,882

SPY

SPDR S&P 500

$17,493

MeasureLGLVSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield2.02%1.01%

5 years, per year+8.3%+11.8%

3 years, per year+14.8%+21.9%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y10.9%13.7%

3–3measures won
level

21.0%

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, SPY

Today

21.0%most shared, LGLV and SPY

LGLVSPY

LGLV—21.0%

SPY21.0%—

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

SPY$101 − $9 = $92

KeptFee

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