TILT vs VOO

ATILT

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common69.9%TILT and VOO

TILT

VOO

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BVanguard S&P 500 ETF · $1.00T

+21.6%3 years · per year$17,969 · $18,224+22.1%

+10.2%5 years · per year$16,282 · $17,156+11.4%

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

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

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTILT · VOO

5.1%AAPL7.4%

4.7%NVDA8.4%

4.2%MSFT5.8%

2.6%AMZN3.7%

Held in common69.9%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.1B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.1B

End-of-day Nov 5, 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

$16,282

VOO

Vanguard S&P 500

$17,156

MeasureTILTVOO

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.10%1.10%

5 years, per year+10.2%+11.4%

3 years, per year+21.6%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.5%

3–2measures won
VOO first

69.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TILT, VOO, IVV

Today

93.5%most shared, VOO and IVV

TILTVOOIVV

TILT—69.9%70.2%

VOO69.9%—93.5%

IVV70.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

TILT$110 − $26 = $84

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee