LRGC vs SPY

ALRGC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common45.1%LRGC and SPY

LRGC

SPY

AB US Large Cap Strategic Equities ETF · $1.4BState Street SPDR S&P 500 ETF · $819B

+20.6%3 years · per year$17,554 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

0.54%12-mo yield$54 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGC · SPY

7.2%NVDA7.3%

7.2%MSFT6.2%

6.0%AAPL7.7%

4.9%AMZN3.9%

Held in common45.1%

End-of-day Nov 5, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	ALRGC	AB US Large Cap Strategic Equities ETFRead Desk	0.39%	0.54%	−4.0%	+6.9%	+8.2%	+20.6%	new	−10.0%	$1.4B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	ALRGC	AB US Large Cap Strategic Equities ETFRead Desk	0.39%	0.54%	−4.0%	+6.9%	+8.2%	+20.6%	new	−10.0%	$1.4B

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

Cards for this view

LRGC vs SPY

LRGC

AB US Large Cap Strategic Equities

[…]

SPY

SPDR S&P 500

$17,099

MeasureLRGCSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield0.54%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.6%+22.0%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.1%13.6%

4–1measures won
SPY first

45.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: LRGC, SPY, IVV

Today

99.9%most shared, SPY and IVV

LRGCSPYIVV

LRGC—45.1%45.1%

SPY45.1%—99.9%

IVV45.1%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

LRGC$54 − $39 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee