TOS vs IALT

ATOS

BIALT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.36%TOS · $36 on $10k

Most income0.39%IALT · $39 on $10k

Smallest drop[…][…]

Held in common1.0%TOS and IALT

TOS

IALT

Twin Oak Strategic Solutions ETF · $138MiShares Systematic Alternatives Active ETF · $7.8B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.36%Expense ratio$36 · $99 on $10k · lower wins0.99%

0.00%12-mo yield$0 · $39 on $10k0.39%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsTOS · IALT

7.0%UNP0.6%

3.3%LRCX0.2%

9.3%NVDA0.1%

5.3%LYV0.0%

Held in common1.0%

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

#							1Y	3Y/yr	5Y/yr	Drop
1	ATOS	Twin Oak Strategic Solutions ETFRead Desk	0.36%	0.00%	+3.4%	new	new	new	new	[…]	$138M
2	BIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
3	SEQ	Sequoia ETFRead Desk	0.99%	0.00%	+1.6%	new	new	new	new	[…]	$6.8B

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

#							1Y	3Y/yr	5Y/yr	Drop
1	ATOS	Twin Oak Strategic Solutions ETFRead Desk	0.36%	0.00%	+3.4%	new	new	new	new	[…]	$138M
2	BIALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B
3	SEQ	Sequoia ETFRead Desk	0.99%	0.00%	+1.6%	new	new	new	new	[…]	$6.8B

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

TOS vs IALT

TOS

Twin Oak Strategic Solutions

[…]

IALT

iShares Systematic Alternatives Active

[…]

MeasureTOSIALT

Fee0.36%0.99%

Cost on $10k a year$36$99

Yield0.00%0.39%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

1.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

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

Overlap: TOS, IALT, SEQ

Today

1.0%most shared, TOS and IALT

TOSIALTSEQ

TOS—1.0%[…]

IALT1.0%—[…]

SEQ[…][…]—

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

Income After Fees on $10,000

−$36most kept, TOS

TOS$0 − $36 = −$36

IALT$39 − $99 = −$60

SEQ$0 − $99 = −$99

KeptFee

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