Compare · 2 funds side by side · dividends reinvested

SEPW and VOO

SEPWAllianzIM×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

SEPW 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%$1.00T1.3

AllianzIM U.S. Equity Buffer20 Sep ETFDefined Outcome · Buffer0.74%0.00%+4.5%+5.8%+10.5%[…]−3.2%5.1%$213M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SEPW 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Sep ETF · $213M[…]

SEPW

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested

SEPWMeasureVOO

+4.5%Year to dateJan 1 → Nov 5+8.4%

+5.8%1 yearTotal return+9.8%

+10.5%3 years · per year$10,000 became $13,480 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.74%Expense ratio$74 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $110 a year on $10k1.10%

−3.2%Worst dropSmaller is better−8.9%

5.1%VolatilityLower is calmer13.5%

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

2–5VOO wins

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

More Ways to See the Pairs

SEPW vs VOO: Top 5 Holdings

Today

SEPW

[…]in top 5

VOO

in top 528.3%

SEPWStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

SEPW vs VOO Returns, Every Period

AllianzIMSEPW

+5.8%

past year

VOOVanguard

+9.8%

past year

SEPWVOOFaded: behind in that period

0–3VOO wins

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

Defined Outcome vs Core: SEPW vs VOO

YTD

AllianzIMSEPW

+4.5%

VOOVanguard

+8.4%

+4.5%Year to date+8.4%

−3.2%Worst drop · 1Y−8.9%

5.1%Volatility · 1Y13.5%

0.0%Yield1.1%

$213MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: SEPW, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SEPW0.74%$74

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

Yields: SEPW, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SEPW0.00%$0

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SEPW$0 − $74 = −$74

KeptFee

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

Overlap: SEPW, VOO

Today

[…]holdings […]

SEPWVOO

SEPW—[…]

VOO[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

SEPWWorst drop−3.2%5.1% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

VOOSEPW

+8.4%Year to date+4.5%

1.1%Yield0.0%

+9.8%Past year+5.8%

0.03%Fee0.74%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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