Compare · 3 funds side by side · dividends reinvested

FNDA, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

FNDA, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.25%+13.5%+16.9%+17.2%+6.8%−9.4%16.0%$8.8B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FNDA 2013 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Small Company Index ETF · $8.8B$13,903

FNDA

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FNDAMeasureSPY

+13.5%Year to dateJan 1 → Nov 6+8.7%

+16.9%1 yearTotal return+9.7%

+17.2%3 years · per year$10,000 became $16,098 · $18,039+21.7%

+6.8%5 years · per year$10,000 became $13,903 · $17,118+11.3%

0.25%Expense ratio$25 · $9 a year on $10k · lower is better0.09%

1.25%Trailing 12-mo yield$125 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer13.6%

FNDASPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDA vs SPY: Top 5 Holdings

Today

FNDA

2.2%in top 5

SPY

in top 527.8%

FNDAStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%ANFnot top 5

0.5%VSXYnot top 5

0.4%GVMXXnot top 5

0.4%FDSnot top 5

0.4%ACHCnot top 5

Held in common2.0%

End-of-day Nov 6, 2026 · share of each fund

FNDA vs SPY Returns, Every Period

SchwabFNDA

+6.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FNDASPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FNDA vs VOO

YTD

SchwabFNDA

+13.5%

VOOVanguard

+8.7%

+13.5%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.5%

1.2%Yield1.1%

$8.8BAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDA, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

FNDA0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FNDA, SPY, VOO

1.25%highest, FNDA

FundTrailing yieldYield$10k

FNDA1.25%$125

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

FNDA$125 − $25 = $100

SPY$103 − $9 = $94

KeptFee

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

Overlap: FNDA, SPY, VOO

Today

92.2%most shared, SPY and VOO

FNDASPYVOO

FNDA—2.0%2.0%

SPY2.0%—92.2%

VOO2.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+16.9%FNDA, at 16.0% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

FNDAWorst drop−9.4%16.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FNDAVOO

+13.5%Year to date+8.7%

1.2%Yield1.1%

+16.9%Past year+9.8%

0.25%Fee0.03%

3–1FNDA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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