VLU vs VOO

AVLU

BVOO

Measures won5–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.64%VLU · $164 on $10k

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

Held in common57.2%VLU and VOO

VLU

VOO

State Street SPDR S&P 1500 Value Tilt ETF · $801MVanguard S&P 500 ETF · $1.00T

+22.0%3 years · per year$18,179 · $18,079+21.8%

+12.1%5 years · per year$17,711 · $17,177+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.64%12-mo yield$164 · $110 on $10k1.10%

−6.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.5%

5–1VLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVLU · VOO

3.2%MSFT5.8%

2.8%AMZN3.7%

2.2%AAPL7.4%

2.9%BRK-B1.4%

Held in common57.2%

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%	$801M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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%	$801M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 VOO

VLU

SPDR S&P 1500 Value Tilt

$17,711

VOO

Vanguard S&P 500

$17,177

MeasureVLUVOO

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.64%1.10%

5 years, per year+12.1%+11.4%

3 years, per year+22.0%+21.8%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.8%13.5%

5–1measures won
VLU first

57.2%

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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VLU, VOO, IVV

Today

92.2%most shared, VOO and IVV

VLUVOOIVV

VLU—57.2%60.1%

VOO57.2%—92.2%

IVV60.1%92.2%—

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

VOO$110 − $3 = $107

KeptFee

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