TILT vs VOO

ATILT

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · TILT $17,133

Lowest cost0.03%VOO · $3 on $10k

Most income1.06%TILT · $106 on $10k

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

Held in common70.0%TILT and VOO

TILT

VOO

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BVanguard S&P 500 ETF · $1.00T

+23.5%3 years · per year$18,850 · $19,172+24.2%

+11.4%5 years · per year$17,133 · $18,115+12.6%

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

1.06%12-mo yield$106 · $105 on $10k1.05%

−8.5%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · VOO

5.0%AAPL7.4%

4.9%NVDA8.4%

4.0%MSFT5.8%

2.5%AMZN3.7%

Held in common70.0%

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

Both

5Y2 funds

#			Trend
1	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
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

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

Both

5Y2 funds

#			Trend
1	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
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

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

TILT vs VOO

TILT

Northern Trust Morningstar US Market Factor Tilt

$17,133

VOO

Vanguard S&P 500

$18,115

MeasureTILTVOO

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.06%1.05%

5 years, per year+11.4%+12.6%

3 years, per year+23.5%+24.2%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.4%12.8%

3–2measures won
VOO first

70.0%

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: TILT, VOO

Today

70.0%most shared, TILT and VOO

TILTVOO

TILT—70.0%

VOO70.0%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

TILT$106 − $26 = $80

KeptFee

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