Compare · 2 funds side by side · dividends reinvested

RGEF and VOO

RGEFRockefeller×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

RGEF 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%$1.00T1.3

Rockefeller Global Equity ETFInternational · Global0.55%0.96%+14.9%+16.3%[…][…]−10.0%16.0%$780M1.7

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller Global Equity ETF · $780M[…]

RGEF

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 31.8% in common

RGEFMeasureVOO

+14.9%Year to dateJan 1 → Nov 4+13.4%

+16.3%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%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.96%Trailing 12-mo yield$96 · $105 a year on $10k1.05%

−10.0%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer12.8%

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

2–4VOO wins

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

More Ways to See the Pairs

RGEF vs VOO: Top 5 Holdings

Today

RGEF

20.7%in top 5

VOO

in top 528.3%

RGEFStockVOO

3.8%NVDA8.4%

not top 5AAPL7.4%

5.1%MSFT5.8%

4.6%GOOGL3.1%

3.5%AMZN3.7%

3.7%005930.Knot top 5

Held in common31.8%

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

RGEF vs VOO Returns, Every Period

RockefellerRGEF

+16.3%

past year

VOOVanguard

+13.5%

past year

RGEFVOOFaded: behind in that period

2–0RGEF wins

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

International vs Core: RGEF vs VOO

YTD

RockefellerRGEF

+14.9%

VOOVanguard

+13.4%

+14.9%Year to date+13.4%

−10.0%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y12.8%

1.0%Yield1.1%

$780MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: RGEF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

RGEF0.55%$55

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

Yields: RGEF, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

RGEF0.96%$96

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

RGEF$96 − $55 = $41

KeptFee

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

Overlap: RGEF, VOO

Today

31.8%most shared, RGEF and VOO

RGEFVOO

RGEF—31.8%

VOO31.8%—

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

Return vs Bumpiness: 2 ETFs

+16.3%RGEF, at 16.0% volatility

VOOWorst drop−8.9%12.8% vol

RGEFWorst drop−10.0%16.0% vol

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

Paid More vs Made More

YTD

VOORGEF

+13.4%Year to date+14.9%

1.1%Yield1.0%

+13.5%Past year+16.3%

0.03%Fee0.55%

2–2level

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%

$185BAssets$798B

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$872B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026