Compare · 2 funds side by side · dividends reinvested

SSPY and VO

SSPYStratified×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,392SSPY · best of the two

02 / 04

SSPY and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.20%+15.2%+18.2%+17.9%+9.0%−7.3%11.2%$132M1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SSPY 2019 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $132M$15,392

SSPY

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 37.8% in common

SSPYMeasureVO

+15.2%Year to dateJan 1 → Nov 6+10.6%

+18.2%1 yearTotal return+11.6%

+17.9%3 years · per year$10,000 became $16,408 · $16,701+18.6%

+9.0%5 years · per year$10,000 became $15,392 · $13,590+6.3%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.20%Trailing 12-mo yield$120 · $139 a year on $10k1.39%

−7.3%Worst dropSmaller is better−8.2%

11.2%VolatilityLower is calmer12.9%

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

5–3SSPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSPY vs VO: Top 5 Holdings

Today

SSPY

5.0%in top 5

in top 55.3%

SSPYStockVO

not top 5NET1.1%

not top 5VLO1.1%

1.1%MSFTnot top 5

not top 5MPC1.1%

1.0%IBMnot top 5

not top 5PSX1.0%

1.0%COFnot top 5

1.0%SYFnot top 5

not top 5PWR1.0%

0.9%WMTnot top 5

Held in common37.8%

End-of-day Nov 6, 2026 · share of each fund

SSPY vs VO Returns, Every Period

StratifiedSSPY

+9.0%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SSPYVOFaded: behind in that period

3–1SSPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SSPY vs VO

YTD

StratifiedSSPY

+15.2%

VOVanguard

+10.6%

+15.2%Year to date+10.6%

−7.3%Worst drop · 1Y−8.2%

11.2%Volatility · 1Y12.9%

1.2%Yield1.4%

$132MAssets$103B

3–1SSPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSPY, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SSPY0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SSPY, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SSPY1.20%$120

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SSPY$120 − $45 = $75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SSPY, VO

Today

37.8%most shared, SSPY and VO

SSPYVO

SSPY—37.8%

VO37.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%SSPY, at 11.2% volatility

SSPYWorst drop−7.3%11.2% vol

VOWorst drop−8.2%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSSPY

+10.6%Year to date+15.2%

1.4%Yield1.2%

+11.6%Past year+18.2%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026