Compare · 2 funds side by side · dividends reinvested

RJVI and VOO

RJVIRaymond James×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

RJVI 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%$1.00T1.4

RJ Eagle Vertical Income ETFIncome · Dividend stocks0.51%4.20%+2.2%+3.3%[…][…]−4.2%4.2%$22M1.5

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: RJVI 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

RJ Eagle Vertical Income ETF · $22M[…]

RJVI

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

RJVIMeasureVOO

+2.2%Year to dateJan 1 → Nov 4+13.4%

+3.3%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%

0.51%Expense ratio$51 · $3 a year on $10k · lower is better0.03%

4.20%Trailing 12-mo yield$420 · $105 a year on $10k1.05%

−4.2%Worst dropSmaller is better−8.9%

4.2%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

RJVI vs VOO: Top 5 Holdings

Today

RJVI

6.7%in top 5

VOO

in top 528.3%

RJVIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.4%KOnot top 5

1.4%PMnot top 5

1.3%CMEnot top 5

1.3%WMBnot top 5

1.3%ABBVnot top 5

Held in common4.8%

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

RJVI vs VOO Returns, Every Period

Raymond JamesRJVI

+3.3%

past year

VOOVanguard

+13.5%

past year

RJVIVOOFaded: behind in that period

0–2VOO wins

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

Income vs Core: RJVI vs VOO

YTD

Raymond JamesRJVI

+2.2%

VOOVanguard

+13.4%

+2.2%Year to date+13.4%

−4.2%Worst drop · 1Y−8.9%

4.2%Volatility · 1Y12.8%

4.2%Yield1.1%

$22.0MAssets$1.00T

3–1RJVI wins

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

Cost, Income and Risk

Fees: RJVI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

RJVI0.51%$51

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

Yields: RJVI, VOO

4.20%highest, RJVI

FundTrailing yieldYield$10k

RJVI4.20%$420

VOO1.05%$105

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

Income After Fees on $10,000

$369most kept, RJVI

RJVI$420 − $51 = $369

VOO$105 − $3 = $102

KeptFee

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

Overlap: RJVI, VOO

Today

4.8%most shared, RJVI and VOO

RJVIVOO

RJVI—4.8%

VOO4.8%—

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

RJVIWorst drop−4.2%4.2% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

RJVIVOO

+2.2%Year to date+13.4%

4.2%Yield1.1%

+3.3%Past year+13.5%

0.51%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%

$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