LOTI vs VOO

ALOTI

BVOO

Measures won3–1LOTI wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income2.37%LOTI · $237 on $10k

Smallest drop−4.4%LOTI · worst fall in 1Y

Held in common12.1%LOTI and VOO

LOTI

VOO

Liberty One Tactical Income ETF · $51MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

1.04%Expense ratio$104 · $3 on $10k · lower wins0.03%

2.37%12-mo yield$237 · $110 on $10k1.10%

−4.4%Worst dropSmaller wins−8.9%

6.4%VolatilityLower wins13.5%

3–1LOTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsLOTI · VOO

2.0%MSFT5.8%

1.7%AVGO2.5%

1.7%GOOG2.5%

3.6%LLY1.4%

Held in common12.1%

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

Both

5Y2 funds

#			Trend
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	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.37%	−0.3%	+8.0%	+8.7%	new	new	−4.4%	$51M

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

Both

5Y2 funds

#			Trend
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	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.37%	−0.3%	+8.0%	+8.7%	new	new	−4.4%	$51M

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

LOTI vs VOO

LOTI

Liberty One Tactical Income

[…]

VOO

Vanguard S&P 500

$17,177

MeasureLOTIVOO

Fee1.04%0.03%

Cost on $10k a year$104$3

Yield2.37%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y6.4%13.5%

3–1measures won
LOTI first

12.1%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: LOTI, VOO

Today

12.1%most shared, LOTI and VOO

LOTIVOO

LOTI—12.1%

VOO12.1%—

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

Income After Fees on $10,000

$133most kept, LOTI

LOTI$237 − $104 = $133

VOO$110 − $3 = $107

KeptFee

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