Compare · 2 funds side by side · dividends reinvested

MSMR and VOO

MSMRMcElhenny Sheffield×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

MSMR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

McElhenny Sheffield Managed Risk ETFUnsorted1.06%2.00%+2.7%+2.1%+16.7%[…]−9.3%12.0%$183M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: MSMR 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

McElhenny Sheffield Managed Risk ETF · $183M[…]

MSMR

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSMRMeasureVOO

+2.7%Year to dateJan 1 → Nov 3+11.5%

+2.1%1 yearTotal return+11.9%

+16.7%3 years · per year$10,000 became $15,879 · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

1.06%Expense ratio$106 · $3 a year on $10k · lower is better0.03%

2.00%Trailing 12-mo yield$200 · $107 a year on $10k1.07%

−9.3%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer12.7%

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

2–5VOO wins

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

More Ways to See the Pairs

MSMR vs VOO: Top 5 Holdings

Today

MSMR

99.6%in top 5

VOO

in top 528.3%

MSMRStockVOO

39.4%SGOVnot top 5

20.5%IBBnot top 5

16.4%XLVnot top 5

13.5%XLEnot top 5

9.8%VGSHnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

MSMR vs VOO Returns, Every Period

McElhenny SheffieldMSMR

+2.1%

past year

VOOVanguard

+11.9%

past year

MSMRVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: MSMR vs VOO

YTD

McElhenny SheffieldMSMR

+2.7%

VOOVanguard

+11.5%

+2.7%Year to date+11.5%

−9.3%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y12.7%

2.0%Yield1.1%

$183MAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSMR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MSMR1.06%$106

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MSMR, VOO

2.00%highest, MSMR

FundTrailing yieldYield$10k

MSMR2.00%$200

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

MSMR$200 − $106 = $94

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MSMR, VOO

Today

0.0%most shared, MSMR and VOO

MSMRVOO

MSMR—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

MSMRWorst drop−9.3%12.0% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MSMRVOO

+2.7%Year to date+11.5%

2.0%Yield1.1%

+2.1%Past year+11.9%

1.06%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026