LRGC vs SPYM

ALRGC

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common44.9%LRGC and SPYM

LRGC

SPYM

AB US Large Cap Strategic Equities ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.4%3 years · per year$17,443 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

0.54%12-mo yield$54 · $105 on $10k1.05%

−10.0%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGC · SPYM

6.8%NVDA6.9%

7.2%MSFT6.3%

6.1%AAPL7.9%

5.0%AMZN4.0%

Held in common44.9%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	ALRGC	AB US Large Cap Strategic Equities ETFRead Desk	0.39%	0.54%	+0.2%	+7.1%	+8.2%	+20.4%	new	−10.0%	$1.3B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	ALRGC	AB US Large Cap Strategic Equities ETFRead Desk	0.39%	0.54%	+0.2%	+7.1%	+8.2%	+20.4%	new	−10.0%	$1.3B

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

LRGC vs SPYM

LRGC

AB US Large Cap Strategic Equities

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureLRGCSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield0.54%1.05%

5 years, per year[…]+11.4%

3 years, per year+20.4%+21.8%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.1%13.6%

4–1measures won
SPYM first

44.9%

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$853B

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: LRGC, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

LRGCSPYMIVV

LRGC—44.9%44.9%

SPYM44.9%—99.9%

IVV44.9%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

LRGC$54 − $39 = $15

KeptFee

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