Compare · 2 funds side by side · dividends reinvested

GIAX and VOO

GIAXNicholasx×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

GIAX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.1

Nicholas Global Equity and Income ETFIncome · Dividend stocks1.03%27.19%+7.2%+4.4%[…][…]−19.7%27.9%$105M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: GIAX 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Nicholas Global Equity and Income ETF · $105M[…]

GIAX

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

GIAXMeasureVOO

+7.2%Year to dateJan 1 → Nov 4+13.4%

+4.4%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

1.03%Expense ratio$103 · $3 a year on $10k · lower is better0.03%

27.19%Trailing 12-mo yield$2,719 · $105 a year on $10k1.05%

−19.7%Worst dropSmaller is better−8.9%

27.9%VolatilityLower is calmer12.8%

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

1–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GIAX vs VOO: Top 5 Holdings

Today

GIAX

28.3%in top 5

VOO

in top 528.3%

GIAXStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.6%VOOnot top 5

not top 5MSFT5.8%

5.7%VBnot top 5

5.5%VEAnot top 5

5.4%METAnot top 5

5.1%JPMnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common26.3%

End-of-day Nov 4, 2026 · share of each fund

GIAX vs VOO Returns, Every Period

NicholasxGIAX

+4.4%

past year

VOOVanguard

+13.5%

past year

GIAXVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: GIAX vs VOO

YTD

NicholasxGIAX

+7.2%

VOOVanguard

+13.4%

+7.2%Year to date+13.4%

−19.7%Worst drop · 1Y−8.9%

27.9%Volatility · 1Y12.8%

27.2%Yield1.1%

$105MAssets$1.00T

3–1VOO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GIAX, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

GIAX1.03%$103

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GIAX, VOO

27.19%highest, GIAX

FundTrailing yieldYield$10k

GIAX27.19%$2,719

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,616most kept, GIAX

GIAX$2,719 − $103 = $2,616

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GIAX, VOO

Today

26.3%most shared, GIAX and VOO

GIAXVOO

GIAX—26.3%

VOO26.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

GIAXWorst drop−19.7%27.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

GIAXVOO

+7.2%Year to date+13.4%

27.2%Yield1.1%

+4.4%Past year+13.5%

1.03%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026