QDEF vs IVV

AQDEF

BIVV

Measures won4–2QDEF wins · of 6 · 5Y

$10,000 · 5Y$17,453QDEF · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.61%QDEF · $161 on $10k

Smallest drop−7.0%QDEF · worst fall in 1Y

Held in common43.6%QDEF and IVV

QDEF

IVV

Northern Trust Quality Dividend Defensive ETF · $538MiShares Core S&P 500 ETF · $853B

+20.3%3 years · per year$17,398 · $18,084+21.8%

+11.8%5 years · per year$17,453 · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.61%12-mo yield$161 · $114 on $10k1.14%

−7.0%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

4–2QDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDEF · IVV

9.3%AAPL7.9%

5.8%NVDA6.9%

4.7%MSFT6.3%

2.3%AVGO2.2%

Held in common43.6%

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk	0.40%	1.61%	−0.3%	+10.2%	+12.6%	+20.3%	+11.8%	−7.0%	$538M
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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk	0.40%	1.61%	−0.3%	+10.2%	+12.6%	+20.3%	+11.8%	−7.0%	$538M
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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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

QDEF vs IVV

QDEF

Northern Trust Quality Dividend Defensive

$17,453

IVV

iShares Core S&P 500

$17,177

MeasureQDEFIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.61%1.14%

5 years, per year+11.8%+11.4%

3 years, per year+20.3%+21.8%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.3%13.6%

4–2measures won
QDEF first

43.6%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: QDEF, IVV, VOO

Today

92.2%most shared, IVV and VOO

QDEFIVVVOO

QDEF—43.6%42.2%

IVV43.6%—92.2%

VOO42.2%92.2%—

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

Income After Fees on $10,000

$121most kept, QDEF

QDEF$161 − $40 = $121

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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