Compare · 2 funds side by side · dividends reinvested

SWP and VOO

SWPSWP Investment Management×VOOVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,269VOO · best of the two

Story of the two · IncomeMost incomeSWP · 9.54% · $954 a year on $10k

Story of the two · RiskSmallest drop

SWP and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T1.3

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.54%+5.7%+5.8%[…][…]−10.0%13.2%$147M1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: SWP 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard S&P 500 ETF · $1.00T$17,269

VOO

SWP

Manager Directed Portfolios - SWP Growth & Income ETF · $147M[…]

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

VOOMeasureSWP

+11.5%

More Ways to See the Pairs

VOO vs SWP: Top 5 Holdings

Today

VOO

28.3%in top 5

SWP

in top 521.6%

VOOStockSWP

8.4%NVDAnot top 5

7.4%AAPL5.0%

5.8%MSFT5.7%

not top 5IBM3.9%

3.7%AMZN

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 13, 2026 · fee on $10,000 a year

Yields: SWP, VOO

1Y

9.54%highest, SWP

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+5.7%

+11.6%1 yearTotal return+5.8%

+21.5%3 years · per year$10,000 became $17,932 · […][…]

+11.5%5 years · per year$10,000 became $17,269 · […][…]

0.03%Expense ratio$3 · $99 a year on $10k · lower is better0.99%

1.07%Trailing 12-mo yield$107 · $954 a year on $10k9.54%

−8.9%Worst dropSmaller is better−10.0%

13.7%VolatilityLower is calmer13.2%

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

4–2VOO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AVGO3.6%

not top 5META3.4%

3.1%GOOGLnot top 5

Held in common32.0%

End-of-day Nov 13, 2026 · share of each fund

VOO vs SWP Returns, Every Period

1Y

VanguardVOO

+11.6%

past year

SWPSWP Investment Management

+5.8%

past year

VOOSWPFaded: behind in that period

2–0VOO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Income: VOO vs SWP

YTD

VanguardVOO

+11.5%

SWPSWP Investment Management

+5.7%

+11.5%Year to date+5.7%

−8.9%Worst drop · 1Y−10.0%

13.7%Volatility · 1Y13.2%

1.1%Yield9.5%

$1.00TAssets$147M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SWP9.54%$954

VOO1.07%$107

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$855most kept, SWP

SWP$954 − $99 = $855

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SWP, VOO

Today

32.0%most shared, SWP and VOO

SWPVOO

SWP—32.0%

VOO32.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%VOO, at 13.7% volatility

SWPWorst drop−10.0%13.2% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SWPVOO

+5.7%Year to date+11.5%

9.5%Yield1.1%

+5.8%Past year+11.6%

0.99%Fee0.03%

3–1VOO wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SWP and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two