LGLV vs VOO

ALGLV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.05%LGLV · $205 on $10k

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

Held in common19.3%LGLV and VOO

LGLV

VOO

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BVanguard S&P 500 ETF · $1.00T

+14.8%3 years · per year$15,138 · $18,079+21.8%

+7.9%5 years · per year$14,650 · $17,177+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

2.05%12-mo yield$205 · $110 on $10k1.10%

−8.2%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGLV · VOO

1.0%BRK-B1.4%

1.0%JNJ1.0%

1.1%V0.9%

0.8%MSFT5.8%

Held in common19.3%

End-of-day Nov 6, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.05%	−0.9%	+9.6%	+12.1%	+14.8%	+7.9%	−8.2%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk	0.12%	2.05%	−0.9%	+9.6%	+12.1%	+14.8%	+7.9%	−8.2%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LGLV vs VOO

LGLV

SPDR US Large Cap Low Volatility Index

$14,650

VOO

Vanguard S&P 500

$17,177

MeasureLGLVVOO

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield2.05%1.10%

5 years, per year+7.9%+11.4%

3 years, per year+14.8%+21.8%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y10.8%13.5%

3–3measures won
level

19.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: LGLV, VOO, IVV

Today

92.2%most shared, VOO and IVV

LGLVVOOIVV

LGLV—19.3%21.1%

VOO19.3%—92.2%

IVV21.1%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$193most kept, LGLV

LGLV$205 − $12 = $193

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee