SPYV vs VOO

ASPYV

BVOO

Measures won3–2SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.68%SPYV · $168 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common57.1%SPYV and VOO

SPYV

VOO

State Street SPDR Portfolio S&P 500 Value ETF · $39.3BVanguard S&P 500 ETF · $1.00T

+17.8%3 years · per year$16,365 · $18,079+21.8%

+11.4%5 years · per year$17,125 · $17,177+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.68%12-mo yield$168 · $110 on $10k1.10%

−6.2%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.5%

3–2SPYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYV · VOO

8.4%AAPL7.4%

4.0%AMZN3.7%

1.2%TSLA1.5%

2.3%XOM1.0%

Held in common57.1%

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	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	IVV	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
3	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B

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	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	IVV	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
3	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B

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

SPYV vs VOO

SPYV

SPDR Portfolio S&P 500 Value

$17,125

VOO

Vanguard S&P 500

$17,177

MeasureSPYVVOO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.68%1.10%

5 years, per year+11.4%+11.4%

3 years, per year+17.8%+21.8%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.2%13.5%

3–2measures won
SPYV first

57.1%

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: SPYV, VOO, IVV

Today

92.2%most shared, VOO and IVV

SPYVVOOIVV

SPYV—57.1%61.5%

VOO57.1%—92.2%

IVV61.5%92.2%—

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

Income After Fees on $10,000

$164most kept, SPYV

SPYV$168 − $4 = $164

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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