Compare · 2 funds side by side · dividends reinvested

VOO and SHLD

VOOVanguard×SHLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

VOO and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.1

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−10.1%−13.2%+32.1%[…]−25.4%25.8%$6.3B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

SHLD

Global X - Defense Tech ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

VOOMeasureSHLD

+8.4%Year to dateJan 1 → Nov 5−10.1%

+9.8%1 yearTotal return−13.2%

+22.1%3 years · per year$10,000 became $18,224 · $23,074+32.1%

+11.4%5 years · per year$10,000 became $17,156 · […][…]

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.10%Trailing 12-mo yield$110 · $73 a year on $10k0.73%

−8.9%Worst dropSmaller is better−25.4%

13.5%VolatilityLower is calmer25.8%

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

6–1VOO wins

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

More Ways to See the Pairs

VOO vs SHLD: Top 5 Holdings

Today

VOO

28.3%in top 5

SHLD

in top 546.5%

VOOStockSHLD

not top 5PLTR10.6%

not top 5RTX9.5%

not top 5LMT9.5%

not top 5GD9.0%

8.4%NVDAnot top 5

not top 5NOC8.0%

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common1.5%

End-of-day Nov 5, 2026 · share of each fund

VOO vs SHLD Returns, Every Period

VanguardVOO

+9.8%

past year

SHLDGlobal X

−13.2%

past year

VOOSHLDFaded: behind in that period

2–1VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Thematic: VOO vs SHLD

YTD

VanguardVOO

+8.4%

SHLDGlobal X

−10.1%

+8.4%Year to date−10.1%

−8.9%Worst drop · 1Y−25.4%

13.5%Volatility · 1Y25.8%

1.1%Yield0.7%

$1.00TAssets$6.3B

4–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, SHLD

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SHLD0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, SHLD

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SHLD0.73%$73

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SHLD$73 − $50 = $23

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, SHLD

Today

1.5%most shared, VOO and SHLD

VOOSHLD

VOO—1.5%

SHLD1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SHLDWorst drop−25.4%25.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSHLD

+8.4%Year to date−10.1%

1.1%Yield0.7%

+9.8%Past year−13.2%

0.03%Fee0.50%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026