SMLF vs VOO

ASMLF

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common1.0%SMLF and VOO

SMLF

VOO

iShares U.S. Small-Cap Equity Factor ETF · $4.3BVanguard S&P 500 ETF · $1.00T

+23.1%3 years · per year$18,634 · $19,172+24.2%

+10.9%5 years · per year$16,794 · $18,115+12.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.98%12-mo yield$98 · $105 on $10k1.05%

−8.7%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · VOO

0.6%P0.1%

0.6%FLEX0.1%

0.9%EME0.1%

0.7%JBL0.0%

Held in common1.0%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B

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

SMLF vs VOO

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

VOO

Vanguard S&P 500

$18,115

MeasureSMLFVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.98%1.05%

5 years, per year+10.9%+12.6%

3 years, per year+23.1%+24.2%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y16.9%12.8%

5–1measures won
VOO first

1.0%

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: SMLF, VOO, IVV

Today

94.5%most shared, VOO and IVV

SMLFVOOIVV

SMLF—1.0%1.1%

VOO1.0%—94.5%

IVV1.1%94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

SMLF$98 − $15 = $83

KeptFee

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