Compare · 2 funds side by side · dividends reinvested

SWP and VOO

SWPSWP Investment Management×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

SWP 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

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.43%+7.0%+8.6%[…][…]−10.0%12.3%$145M1.7

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: SWP 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $145M[…]

SWP

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 32.2% in common

SWPMeasureVOO

+7.0%Year to dateJan 1 → Nov 4+13.4%

+8.6%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%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

9.43%Trailing 12-mo yield$943 · $105 a year on $10k1.05%

−10.0%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer12.8%

SWPVOO 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

SWP vs VOO: Top 5 Holdings

Today

SWP

21.9%in top 5

VOO

in top 528.3%

SWPStockVOO

4.1%NVDA8.4%

4.7%AAPL7.4%

5.7%MSFT5.8%

4.0%IBMnot top 5

not top 5AMZN3.7%

3.5%AVGOnot top 5

not top 5GOOGL3.1%

Held in common32.2%

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

SWP vs VOO Returns, Every Period

SWP Investment ManagementSWP

+8.6%

past year

VOOVanguard

+13.5%

past year

SWPVOOFaded: behind in that period

0–2VOO wins

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

Income vs Core: SWP vs VOO

YTD

SWP Investment ManagementSWP

+7.0%

VOOVanguard

+13.4%

+7.0%Year to date+13.4%

−10.0%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y12.8%

9.4%Yield1.1%

$145MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: SWP, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SWP0.99%$99

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

Yields: SWP, VOO

9.43%highest, SWP

FundTrailing yieldYield$10k

SWP9.43%$943

VOO1.05%$105

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

Income After Fees on $10,000

$844most kept, SWP

SWP$943 − $99 = $844

VOO$105 − $3 = $102

KeptFee

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

Overlap: SWP, VOO

Today

32.2%most shared, SWP and VOO

SWPVOO

SWP—32.2%

VOO32.2%—

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

SWPWorst drop−10.0%12.3% 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

SWPVOO

+7.0%Year to date+13.4%

9.4%Yield1.1%

+8.6%Past year+13.5%

0.99%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