LRGF vs SPY

ALRGF

BSPY

Measures won5–0LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,000LRGF · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%LRGF · $110 on $10k

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

Held in common67.5%LRGF and SPY

LRGF

SPY

iShares U.S. Equity Factor ETF · $3.5BState Street SPDR S&P 500 ETF · $819B

+22.2%3 years · per year$18,250 · $18,039+21.7%

+12.5%5 years · per year$18,000 · $17,118+11.3%

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

1.10%12-mo yield$110 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

5–0LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · SPY

7.4%AAPL7.9%

6.4%NVDA6.9%

5.7%MSFT6.3%

3.4%AMZN4.0%

Held in common67.5%

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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

LRGF vs SPY

LRGF

iShares U.S. Equity Factor

$18,000

SPY

SPDR S&P 500

$17,118

MeasureLRGFSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.10%1.03%

5 years, per year+12.5%+11.3%

3 years, per year+22.2%+21.7%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.6%13.6%

5–0measures won
LRGF first

67.5%

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: LRGF, SPY, VOO

Today

92.2%most shared, SPY and VOO

LRGFSPYVOO

LRGF—67.5%66.4%

SPY67.5%—92.2%

VOO66.4%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

LRGF$110 − $8 = $102

SPY$103 − $9 = $94

KeptFee

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