Compare · 3 funds side by side · dividends reinvested

VO, XLF and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

VO, XLF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: VO 2004 · XLF 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

XLF

State Street Financial Select Sector SPDR ETF · $53.6B$15,765

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

VOMeasure

More Ways to See the Pairs

VO vs XLF: Top 5 Holdings

Today

VO

5.3%in top 5

XLF

in top 543.6%

VOStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.8%

not top 5MA6.5%

not top 5BAC4.0%

Cost, Income and Risk

Fees: VO, XLF, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

XLF0.08%$8

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VO, XLF, VTV

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

XLF

+15.0%Year to dateJan 1 → Nov 11+8.4%

+15.0%1 yearTotal return+12.4%

+18.8%3 years · per year$10,000 became $16,782 · $18,242+22.2%

+6.9%5 years · per year$10,000 became $13,944 · $15,765+9.5%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.33%Trailing 12-mo yield$133 · $141 a year on $10k1.41%

−8.2%Worst dropSmaller is better−14.8%

13.1%VolatilityLower is calmer15.3%

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

5–3VO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common14.1%

End-of-day Nov 11, 2026 · share of each fund

VO vs XLF Returns, Every Period

5Y

VanguardVO

+6.9%

5 years, per year

XLFSPDR

+9.5%

5 years, per year

VOXLFFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VO vs VTV

YTD

VanguardVO

+15.0%

VTVVanguard

+22.3%

+15.0%Year to date+22.3%

−8.2%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.8%

1.3%Yield1.8%

$103BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

XLF1.41%$141

VO1.33%$133

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

XLF$141 − $8 = $133

VO$133 − $3 = $130

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VO, XLF, VTV

Today

28.5%most shared, VO and VTV

VOXLFVTV

VO—14.1%28.5%

XLF14.1%—22.0%

VTV28.5%22.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.1% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVO

+22.3%Year to date+15.0%

1.8%Yield1.3%

+25.5%Past year+15.0%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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VO, XLF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three