Compare · 3 funds side by side · dividends reinvested

LEMB, SPY and VOO

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

02 / 04

LEMB, 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%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

iShares J.P. Morgan EM Local Currency Bond ETFBonds & Cash · Other bonds0.30%2.41%+1.4%+4.8%+8.3%+1.8%−6.0%6.5%$775M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: LEMB 2011 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares J.P. Morgan EM Local Currency Bond ETF · $775M$10,919

LEMB

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

LEMBMeasureSPY

+1.4%Year to dateJan 1 → Nov 5+8.3%

+4.8%1 yearTotal return+9.7%

+8.3%3 years · per year$10,000 became $12,714 · $18,174+22.0%

+1.8%5 years · per year$10,000 became $10,919 · $17,099+11.3%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

2.41%Trailing 12-mo yield$241 · $103 a year on $10k1.03%

−6.0%Worst dropSmaller is better−8.9%

6.5%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

LEMB vs SPY: Top 5 Holdings

Today

LEMB

[…]in top 5

SPY

in top 527.7%

LEMBStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

LEMB vs SPY Returns, Every Period

iSharesLEMB

+1.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

LEMBSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: LEMB vs VOO

YTD

iSharesLEMB

+1.4%

VOOVanguard

+8.4%

+1.4%Year to date+8.4%

−6.0%Worst drop · 1Y−8.9%

6.5%Volatility · 1Y13.5%

2.4%Yield1.1%

$775MAssets$1.00T

3–1LEMB wins

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

Cost, Income and Risk

Fees: LEMB, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

LEMB0.30%$30

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

Yields: LEMB, SPY, VOO

2.41%highest, LEMB

FundTrailing yieldYield$10k

LEMB2.41%$241

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$211most kept, LEMB

LEMB$241 − $30 = $211

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: LEMB, SPY, VOO

Today

93.5%most shared, SPY and VOO

LEMBSPYVOO

LEMB—[…][…]

SPY[…]—93.5%

VOO[…]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

LEMBWorst drop−6.0%6.5% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

LEMBVOO

+1.4%Year to date+8.4%

2.4%Yield1.1%

+4.8%Past year+9.8%

0.30%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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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