VOO vs FVAL

AVOO

BFVAL

Measures won2–3FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.53%FVAL · $153 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common54.7%VOO and FVAL

VOO

FVAL

Vanguard S&P 500 ETF · $1.00TFidelity Value Factor ETF · $1.4B

+22.1%3 years · per year$18,224 · $18,176+22.0%

+11.4%5 years · per year$17,156 · $17,546+11.9%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.10%12-mo yield$110 · $153 on $10k1.53%

−8.9%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins12.4%

2–3FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · FVAL

7.4%AAPL7.9%

8.4%NVDA7.4%

5.8%MSFT6.5%

3.7%AMZN3.7%

Held in common54.7%

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	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

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	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

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

VOO vs FVAL

VOO

Vanguard S&P 500

$17,156

FVAL

Fidelity Value Factor

$17,546

MeasureVOOFVAL

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.10%1.53%

5 years, per year+11.4%+11.9%

3 years, per year+22.1%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.5%12.4%

3–2measures won
FVAL first

54.7%

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: VOO, FVAL, IVV

Today

93.5%most shared, VOO and IVV

VOOFVALIVV

VOO—54.7%93.5%

FVAL54.7%—56.0%

IVV93.5%56.0%—

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

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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