VLU vs SPY

AVLU

BSPY

Measures won5–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.64%VLU · $164 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common60.1%VLU and SPY

VLU

SPY

State Street SPDR S&P 1500 Value Tilt ETF · $776MState Street SPDR S&P 500 ETF · $778B

+22.0%3 years · per year$18,179 · $18,039+21.7%

+12.1%5 years · per year$17,711 · $17,118+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

1.64%12-mo yield$164 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

5–1VLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVLU · SPY

3.2%MSFT6.3%

2.8%AMZN4.0%

2.2%AAPL7.9%

2.9%BRK-B1.7%

Held in common60.1%

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

All Three

5Y3 funds

#
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
2	IVV	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
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

All Three

5Y3 funds

#
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
2	IVV	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
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

VLU vs SPY

VLU

SPDR S&P 1500 Value Tilt

$17,711

SPY

SPDR S&P 500

$17,118

MeasureVLUSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.64%1.03%

5 years, per year+12.1%+11.3%

3 years, per year+22.0%+21.7%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.8%13.6%

5–1measures won
VLU first

60.1%

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%

$178BAssets$778B

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: VLU, SPY, IVV

Today

99.9%most shared, SPY and IVV

VLUSPYIVV

VLU—60.1%60.1%

SPY60.1%—99.9%

IVV60.1%99.9%—

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

Income After Fees on $10,000

$152most kept, VLU

VLU$164 − $12 = $152

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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