Compare · 3 funds side by side · dividends reinvested

VFH, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

VFH, SPYM 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%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B2.0

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VFH 2004 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Financials ETF · $12.7B$15,281

VFH

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

VFHMeasureSPYM

+5.4%Year to dateJan 1 → Nov 3+11.5%

+10.9%1 yearTotal return+11.9%

+24.5%3 years · per year$10,000 became $19,298 · $19,092+24.1%

+8.9%5 years · per year$10,000 became $15,281 · $17,749+12.2%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

1.69%Trailing 12-mo yield$169 · $103 a year on $10k1.03%

−14.7%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer12.7%

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

2–6SPYM wins

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

More Ways to See the Pairs

VFH vs SPYM: Top 5 Holdings

Today

VFH

35.3%in top 5

SPYM

in top 527.4%

VFHStockSPYM

10.4%JPMnot top 5

8.3%BRK-Bnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

7.1%Vnot top 5

not top 5MSFT5.9%

5.3%MAnot top 5

4.2%BACnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common12.0%

End-of-day Nov 3, 2026 · share of each fund

VFH vs SPYM Returns, Every Period

VanguardVFH

+8.9%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

VFHSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: VFH vs VOO

YTD

VanguardVFH

+5.4%

VOOVanguard

+11.5%

+5.4%Year to date+11.5%

−14.7%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y12.7%

1.7%Yield1.1%

$12.7BAssets$1.00T

3–1VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VFH, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

VFH0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VFH, SPYM, VOO

1.69%highest, VFH

FundTrailing yieldYield$10k

VFH1.69%$169

VOO1.07%$107

SPYM1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VFH, SPYM, VOO

Today

95.5%most shared, SPYM and VOO

VFHSPYMVOO

VFH—12.0%11.3%

SPYM12.0%—95.5%

VOO11.3%95.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

SPYMWorst drop−8.9%12.7% vol

VFHWorst drop−14.7%14.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VFHVOO

+5.4%Year to date+11.5%

1.7%Yield1.1%

+10.9%Past year+11.9%

0.09%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026