Compare · 2 funds side by side · dividends reinvested

PY and VOO

PYPrincipal×VOOVanguard×

Versus in desk

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

02 / 04

PY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Value ETFUS Stock Styles · Value0.15%1.64%+15.3%+18.0%+19.2%+9.5%−6.2%10.4%$243M1.4

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%$1.00T1.6

Rank among the two1st → 2ndFee, 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: PY 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $243M$15,177

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 31.7% in common

PYMeasureVOO

+15.3%Year to dateJan 1 → Nov 5+13.4%

+18.0%1 yearTotal return+13.5%

+19.2%3 years · per year$10,000 became $16,934 · $19,172+24.2%

+9.5%5 years · per year$10,000 became $15,712 · $18,115+12.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.64%Trailing 12-mo yield$164 · $105 a year on $10k1.05%

−6.2%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer12.8%

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

5–3PY wins

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

More Ways to See the Pairs

PY vs VOO: Top 5 Holdings

Today

18.4%in top 5

VOO

in top 528.3%

PYStockVOO

9.1%AAPL7.4%

not top 5NVDA8.4%

not top 5MSFT5.8%

3.4%AMZN3.7%

not top 5GOOGL3.1%

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common31.7%

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

PY vs VOO Returns, Every Period

PrincipalPY

+9.5%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

PYVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: PY vs VOO

YTD

PrincipalPY

+15.3%

VOOVanguard

+13.4%

+15.3%Year to date+13.4%

−6.2%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y12.8%

1.6%Yield1.1%

$243MAssets$1.00T

4–0PY wins

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

Cost, Income and Risk

Fees: PY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PY0.15%$15

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

Yields: PY, VOO

1.64%highest, PY

FundTrailing yieldYield$10k

PY1.64%$164

VOO1.05%$105

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

Income After Fees on $10,000

$149most kept, PY

PY$164 − $15 = $149

VOO$105 − $3 = $102

KeptFee

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

Overlap: PY, VOO

Today

31.7%most shared, PY and VOO

PYVOO

PY—31.7%

VOO31.7%—

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

Return vs Bumpiness: 2 ETFs

+18.0%PY, at 10.4% volatility

PYWorst drop−6.2%10.4% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

PYVOO

+15.3%Year to date+13.4%

1.6%Yield1.1%

+18.0%Past year+13.5%

0.15%Fee0.03%

3–1PY wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026