LRGF vs IVV

ALRGF

BIVV

Measures won3–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$17,963LRGF · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common67.8%LRGF and IVV

LRGF

IVV

iShares U.S. Equity Factor ETF · $3.7BiShares Core S&P 500 ETF · $887B

+22.4%3 years · per year$18,356 · $18,221+22.1%

+12.4%5 years · per year$17,963 · $17,151+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $114 on $10k1.14%

−8.7%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

3–2LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · IVV

7.2%AAPL7.7%

6.8%NVDA7.3%

5.7%MSFT6.2%

3.3%AMZN3.9%

Held in common67.8%

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

LRGF vs IVV

LRGF

iShares U.S. Equity Factor

$17,964

IVV

iShares Core S&P 500

$17,152

MeasureLRGFIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.11%1.14%

5 years, per year+12.4%+11.4%

3 years, per year+22.4%+22.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.6%13.6%

3–1measures won
LRGF first

67.8%

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LRGF, IVV, VOO

Today

93.5%most shared, IVV and VOO

LRGFIVVVOO

LRGF—67.8%67.2%

IVV67.8%—93.5%

VOO67.2%93.5%—

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

VOO$110 − $3 = $107

LRGF$111 − $8 = $103

KeptFee

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