TALV vs IVV

ATALV

BIVV

Measures won0–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common35.6%TALV and IVV

TALV

IVV

Transamerica Large Value Active ETF · $181MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.76%Expense ratio$76 · $3 on $10k · lower wins0.03%

0.69%12-mo yield$69 · $111 on $10k1.11%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.8%

0–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTALV · IVV

5.3%MSFT6.2%

5.2%AAPL7.9%

5.5%AMZN4.0%

1.8%BRK-B1.7%

Held in common35.6%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ATALV	Transamerica Large Value Active ETFRead Desk	0.76%	0.69%	+2.3%	+18.5%	new	new	new	[…]	$181M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ATALV	Transamerica Large Value Active ETFRead Desk	0.76%	0.69%	+2.3%	+18.5%	new	new	new	[…]	$181M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TALV vs IVV

TALV

Transamerica Large Value Active

[…]

IVV

iShares Core S&P 500

$17,545

MeasureTALVIVV

Fee0.76%0.03%

Cost on $10k a year$76$3

Yield0.69%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

2–0measures won
IVV first

35.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TALV, IVV, VOO

Today

92.7%most shared, IVV and VOO

TALVIVVVOO

TALV—35.6%33.9%

IVV35.6%—92.7%

VOO33.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

TALV$69 − $76 = −$7

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee