Compare · 3 funds side by side · dividends reinvested

GDMA, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

GDMA, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

Gadsden Dynamic Multi-Asset ETFUnsorted0.75%2.72%+2.8%+5.7%+12.3%+7.0%−10.0%15.0%$195M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: GDMA 2018 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Gadsden Dynamic Multi-Asset ETF · $195M$14,017

GDMA

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

GDMAMeasureVOO

+2.8%Year to dateJan 1 → Nov 5+8.4%

+5.7%1 yearTotal return+9.8%

+12.3%3 years · per year$10,000 became $14,157 · $18,224+22.1%

+7.0%5 years · per year$10,000 became $14,017 · $17,156+11.4%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

2.72%Trailing 12-mo yield$272 · $110 a year on $10k1.10%

−10.0%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer13.5%

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

1–7VOO wins

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

More Ways to See the Pairs

GDMA vs VOO: Top 5 Holdings

Today

GDMA

51.0%in top 5

VOO

in top 528.3%

GDMAStockVOO

19.9%SCHRnot top 5

10.9%IEFnot top 5

9.9%SCHOnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.3%XLVnot top 5

5.0%SCHQnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common6.3%

End-of-day Nov 5, 2026 · share of each fund

GDMA vs VOO Returns, Every Period

GadsdenGDMA

+7.0%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

GDMAVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: GDMA vs IVV

YTD

GadsdenGDMA

+2.8%

IVViShares

+8.4%

+2.8%Year to date+8.4%

−10.0%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y13.6%

2.7%Yield1.1%

$195MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GDMA, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

GDMA0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GDMA, VOO, IVV

2.72%highest, GDMA

FundTrailing yieldYield$10k

GDMA2.72%$272

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$197most kept, GDMA

GDMA$272 − $75 = $197

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: GDMA, VOO, IVV

Today

93.5%most shared, VOO and IVV

GDMAVOOIVV

GDMA—6.3%6.2%

VOO6.3%—93.5%

IVV6.2%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

GDMAWorst drop−10.0%15.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GDMAVOO

+2.8%Year to date+8.4%

2.7%Yield1.1%

+5.7%Past year+9.8%

0.75%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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