Compare · 2 funds side by side · dividends reinvested

VONV and SPYM

VONVVanguard×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

VONV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.8

Rank among the two1st → 2ndFee, 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: VONV 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Russell 1000 Value ETF · $21.7B$17,976

VONV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 60.8% in common

VONVMeasureSPYM

+27.6%Year to dateJan 1 → Nov 4+13.4%

+32.2%1 yearTotal return+13.5%

+24.6%3 years · per year$10,000 became $19,351 · $19,186+24.3%

+12.4%5 years · per year$10,000 became $17,976 · $18,126+12.6%

0.06%Expense ratio$6 · $2 a year on $10k · lower is better0.02%

1.49%Trailing 12-mo yield$149 · $101 a year on $10k1.01%

−6.8%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer12.8%

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

6–2VONV wins

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

More Ways to See the Pairs

VONV vs SPYM: Top 5 Holdings

Today

VONV

22.3%in top 5

SPYM

in top 527.3%

VONVStockSPYM

not top 5NVDA7.7%

6.1%AAPL7.4%

6.1%AMZN3.8%

5.2%MSFT5.9%

2.5%BRK-Bnot top 5

not top 5GOOGL2.5%

2.4%JPMnot top 5

Held in common60.8%

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

VONV vs SPYM Returns, Every Period

VanguardVONV

+12.4%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

VONVSPYMFaded: behind in that period

3–1VONV wins

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

Stocks vs Core: VONV vs SPYM

YTD

VanguardVONV

+27.6%

SPYMSPDR

+13.4%

+27.6%Year to date+13.4%

−6.8%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y12.8%

1.5%Yield1.0%

$21.7BAssets$185B

4–0VONV wins

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

Cost, Income and Risk

Fees: VONV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VONV0.06%$6

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

Yields: VONV, SPYM

1.49%highest, VONV

FundTrailing yieldYield$10k

VONV1.49%$149

SPYM1.01%$101

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

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

SPYM$101 − $2 = $99

KeptFee

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

Overlap: VONV, SPYM

Today

60.8%most shared, VONV and SPYM

VONVSPYM

VONV—60.8%

SPYM60.8%—

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

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

VONVWorst drop−6.8%11.3% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VONVSPYM

+27.6%Year to date+13.4%

1.5%Yield1.0%

+32.2%Past year+13.5%

0.06%Fee0.02%

3–1VONV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026