LRGF vs SPY

ALRGF

BSPY

Measures won5–0LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · SPY $18,060

Lowest cost0.08%LRGF · $8 on $10k

Most income1.06%LRGF · $106 on $10k

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

Held in common67.9%LRGF and SPY

LRGF

SPY

iShares U.S. Equity Factor ETF · $3.7BState Street SPDR S&P 500 ETF · $805B

+24.5%3 years · per year$19,310 · $19,132+24.1%

+13.7%5 years · per year$19,018 · $18,060+12.6%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.06%12-mo yield$106 · $99 on $10k0.99%

−8.7%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

5–0LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · SPY

7.1%NVDA7.7%

6.9%AAPL7.4%

5.4%MSFT5.9%

3.2%AMZN3.8%

Held in common67.9%

End-of-day Nov 4, 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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRGF vs SPY

LRGF

iShares U.S. Equity Factor

$19,018

SPY

SPDR S&P 500

$18,060

MeasureLRGFSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.06%0.99%

5 years, per year+13.7%+12.6%

3 years, per year+24.5%+24.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.9%12.9%

5–0measures won
LRGF first

67.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LRGF, SPY

Today

67.9%most shared, LRGF and SPY

LRGFSPY

LRGF—67.9%

SPY67.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$98most kept, LRGF

LRGF$106 − $8 = $98

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee