LSAF vs IVV

ALSAF

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,560LSAF · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common4.0%LSAF and IVV

LSAF

IVV

LeaderSharesTM AlphaFactor US Core Equity ETF · $132MiShares Core S&P 500 ETF · $853B

+23.3%3 years · per year$18,757 · $18,159+22.0%

+11.9%5 years · per year$17,560 · $17,545+11.9%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.53%12-mo yield$53 · $111 on $10k1.11%

−6.6%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.8%

2–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSAF · IVV

1.0%DIS0.3%

0.8%C0.3%

1.0%COP0.3%

1.0%NEM0.2%

Held in common4.0%

End-of-day Nov 9, 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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+1.9%	+28.2%	+32.7%	+23.3%	+11.9%	−6.6%	$132M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.53%	+1.9%	+28.2%	+32.7%	+23.3%	+11.9%	−6.6%	$132M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSAF vs IVV

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$17,560

IVV

iShares Core S&P 500

$17,545

MeasureLSAFIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.53%1.11%

5 years, per year+11.9%+11.9%

3 years, per year+23.3%+22.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y14.6%13.8%

3–2measures won
IVV first

4.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LSAF, IVV

Today

4.0%most shared, LSAF and IVV

LSAFIVV

LSAF—4.0%

IVV4.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

LSAF$53 − $75 = −$22

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee