SVAL vs VOO

ASVAL

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,625QQQ · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income2.17%SVAL · $217 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.0%SVAL and VOO

SVAL

VOO

iShares US Small Cap Value Factor ETF · $163MVanguard S&P 500 ETF · $1.00T

+22.3%3 years · per year$18,272 · $19,094+24.1%

+8.9%5 years · per year$15,301 · $17,749+12.2%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.17%12-mo yield$217 · $107 on $10k1.07%

−9.0%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.7%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M

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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M

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

Cards for this view

SVAL vs VOO

SVAL

iShares US Small Cap Value Factor

$15,301

VOO

Vanguard S&P 500

$17,749

MeasureSVALVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.17%1.07%

5 years, per year+8.9%+12.2%

3 years, per year+22.3%+24.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.8%12.7%

5–1measures won
VOO first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

0.15% · $15Fee · on $10k a year0.18% · $18

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: SVAL, VOO, QQQ

Today

55.2%most shared, VOO and QQQ

SVALVOOQQQ

SVAL—0.0%0.0%

VOO0.0%—55.2%

QQQ0.0%55.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

VOO$107 − $3 = $104

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee