Compare · 3 funds side by side · dividends reinvested

ZDIS, VO and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

ZDIS, VO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$56M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: ZDIS 2015 · VO 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $56M[…]

ZDIS

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

ZDISMeasureVO

[…]Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $135 a year on $10k1.35%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.1%

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

0–2VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZDIS vs VO: Top 5 Holdings

Today

ZDIS

38.4%in top 5

in top 55.3%

ZDISStockVO

9.2%SHOPnot top 5

9.1%TSLAnot top 5

8.5%NVDAnot top 5

6.4%MELInot top 5

5.2%SNOWnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common3.5%

End-of-day Nov 9, 2026 · share of each fund

ZDIS vs VO Returns, Every Period

VirtusZDIS

[…]

past year

VOVanguard

+15.6%

past year

Returns […]

ZDISVOFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ZDIS vs VO

YTD

VirtusZDIS

[…]

VOVanguard

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.0%Yield1.4%

$56.3MAssets$103B

1–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, VO, VOO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

ZDIS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ZDIS, VO, VOO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VOO1.07%$107

ZDIS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VOO$107 − $3 = $104

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ZDIS, VO, VOO

Today

15.4%most shared, VO and VOO

ZDISVOVOO

ZDIS—3.5%14.5%

VO3.5%—15.4%

VOO14.5%15.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

VOOWorst drop−8.9%13.7% vol

ZDISWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOVOO

+13.6%Year to date+11.3%

1.4%Yield1.1%

+15.6%Past year+13.6%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026