VOO vs SVAL

AVOO

BSVAL

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common0.0%VOO and SVAL

VOO

SVAL

Vanguard S&P 500 ETF · $1.00TiShares US Small Cap Value Factor ETF · $159M

+21.8%3 years · per year$18,079 · $17,331+20.1%

+11.4%5 years · per year$17,177 · $14,844+8.2%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.10%12-mo yield$110 · $225 on $10k2.25%

−8.9%Worst dropSmaller wins−9.0%

13.5%VolatilityLower wins15.4%

5–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · SVAL

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	AVOO	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	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	AVOO	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	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M

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

VOO vs SVAL

VOO

Vanguard S&P 500

$17,177

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureVOOSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.10%2.25%

5 years, per year+11.4%+8.2%

3 years, per year+21.8%+20.1%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.5%15.4%

5–1measures won
VOO first

0.0%

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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM 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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: VOO, SVAL, QQQ

Today

54.8%most shared, VOO and QQQ

VOOSVALQQQ

VOO—0.0%54.8%

SVAL0.0%—0.0%

QQQ54.8%0.0%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VOO$110 − $3 = $107

QQQ$47 − $18 = $29

KeptFee

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