VALQ vs VOO

AVALQ

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.69%VALQ · $169 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common25.5%VALQ and VOO

VALQ

VOO

American Century STOXX U.S. Quality Value ETF · $193MVanguard S&P 500 ETF · $1.00T

+16.7%3 years · per year$15,901 · $18,224+22.1%

+9.3%5 years · per year$15,609 · $17,156+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.69%12-mo yield$169 · $110 on $10k1.10%

−7.9%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · VOO

1.5%AAPL7.4%

1.6%XOM1.0%

1.8%JNJ1.0%

1.0%META2.4%

Held in common25.5%

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%	$886.8B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$193M

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%	$886.8B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$193M

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

VALQ vs VOO

VALQ

American Century STOXX U.S. Quality Value

$15,609

VOO

Vanguard S&P 500

$17,156

MeasureVALQVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.69%1.10%

5 years, per year+9.3%+11.4%

3 years, per year+16.7%+22.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.6%13.5%

3–3measures won
level

25.5%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VALQ, VOO, IVV

Today

93.5%most shared, VOO and IVV

VALQVOOIVV

VALQ—25.5%26.2%

VOO25.5%—93.5%

IVV26.2%93.5%—

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

Income After Fees on $10,000

$140most kept, VALQ

VALQ$169 − $29 = $140

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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