TILT vs IVV

ATILT

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · TILT $16,273

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common70.0%TILT and IVV

TILT

IVV

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BiShares Core S&P 500 ETF · $853B

+21.2%3 years · per year$17,818 · $18,084+21.8%

+10.2%5 years · per year$16,273 · $17,177+11.4%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $114 on $10k1.14%

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · IVV

5.3%AAPL7.9%

4.4%NVDA6.9%

4.2%MSFT6.3%

2.7%AMZN4.0%

Held in common70.0%

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

Both

5Y2 funds

#			Trend
1	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
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	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
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B

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

TILT vs IVV

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

IVV

iShares Core S&P 500

$17,177

MeasureTILTIVV

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.10%1.14%

5 years, per year+10.2%+11.4%

3 years, per year+21.2%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.6%

3–2measures won
IVV first

70.0%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: TILT, IVV

Today

70.0%most shared, TILT and IVV

TILTIVV

TILT—70.0%

IVV70.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TILT$110 − $26 = $84

KeptFee

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