Compare · 3 funds side by side · dividends reinvested

VO, SPYM and SPY

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

02 / 04

VO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.6

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%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.6

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: VO 2004 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

VOMeasureSPYM

+13.8%Year to dateJan 1 → Nov 3+11.5%

+13.9%1 yearTotal return+11.9%

+20.5%3 years · per year$10,000 became $17,496 · $19,092+24.1%

+6.9%5 years · per year$10,000 became $13,977 · $17,749+12.2%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.35%Trailing 12-mo yield$135 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.7%

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

5–3VO wins

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

More Ways to See the Pairs

VO vs SPYM: Top 5 Holdings

Today

5.3%in top 5

SPYM

in top 527.4%

VOStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

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 common15.8%

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

VO vs SPYM Returns, Every Period

VanguardVO

+6.9%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

VOSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: VO vs SPYM

YTD

VanguardVO

+13.8%

SPYMSPDR

+11.5%

+13.8%Year to date+11.5%

−8.2%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.7%

1.3%Yield1.0%

$103BAssets$185B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VO0.03%$3

SPY0.09%$9

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

Yields: VO, SPYM, SPY

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: VO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

VOSPYMSPY

VO—15.8%15.9%

SPYM15.8%—99.9%

SPY15.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.9%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VOSPYM

+13.8%Year to date+11.5%

1.3%Yield1.0%

+13.9%Past year+11.9%

0.03%Fee0.02%

3–1VO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026