LVDS vs VOO

ALVDS

BVOO

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income6.90%LVDS · $690 on $10k

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

Held in common39.2%LVDS and VOO

LVDS

VOO

JPMorgan Fundamental Data Science Large Value ETF · $120MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

6.90%12-mo yield$690 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.5%

3–1LVDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsLVDS · VOO

6.0%MSFT5.8%

5.4%AAPL7.4%

6.5%AMZN3.7%

1.9%BRK-B1.4%

Held in common39.2%

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$120M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$120M

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

LVDS vs VOO

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

VOO

Vanguard S&P 500

$17,177

MeasureLVDSVOO

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield6.90%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.8%13.5%

3–1measures won
LVDS first

39.2%

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: LVDS, VOO

Today

39.2%most shared, LVDS and VOO

LVDSVOO

LVDS—39.2%

VOO39.2%—

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

Income After Fees on $10,000

$627most kept, LVDS

LVDS$690 − $63 = $627

VOO$110 − $3 = $107

KeptFee

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