Compare · 3 funds side by side · dividends reinvested

VO, SPY and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,060SPY · best of the three

02 / 04

VO, SPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

Rank among the three1st → 3rdFee, 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: VO 2004 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

VOMeasureSPY

+14.7%Year to dateJan 1 → Nov 4+13.3%

+15.3%1 yearTotal return+13.4%

+20.7%3 years · per year$10,000 became $17,578 · $19,132+24.1%

+7.4%5 years · per year$10,000 became $14,290 · $18,060+12.6%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.34%Trailing 12-mo yield$134 · $99 a year on $10k0.99%

−8.2%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.9%

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

6–2VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs SPY: Top 5 Holdings

Today

5.3%in top 5

SPY

in top 527.3%

VOStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common16.1%

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

VO vs SPY Returns, Every Period

VanguardVO

+7.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

VOSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: VO vs SPY

YTD

VanguardVO

+14.7%

SPYSPDR

+13.3%

+14.7%Year to date+13.3%

−8.2%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.9%

1.3%Yield1.0%

$103BAssets$805B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, SPY, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SPY0.09%$9

IWF0.18%$18

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

Yields: VO, SPY, IWF

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SPY0.99%$99

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SPY$99 − $9 = $90

IWF$37 − $18 = $19

KeptFee

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

Overlap: VO, SPY, IWF

Today

56.5%most shared, SPY and IWF

VOSPYIWF

VO—16.1%9.3%

SPY16.1%—56.5%

IWF9.3%56.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

SPYWorst drop−8.9%12.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPY

+14.7%Year to date+13.3%

1.3%Yield1.0%

+15.3%Past year+13.4%

0.03%Fee0.09%

4–0VO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026