AAA vs VOO

AAAA

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income4.60%AAA · $460 on $10k

Smallest drop−1.1%AAA · worst fall in 1Y

Held in common[…]AAA and VOO

AAA

VOO

Alternative Access First Priority CLO Bond ETF · $72MVanguard S&P 500 ETF · $1.00T

+5.6%3 years · per year$11,783 · $18,224+22.1%

+4.9%5 years · per year$12,672 · $17,156+11.4%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

4.60%12-mo yield$460 · $110 on $10k1.10%

−1.1%Worst dropSmaller wins−8.9%

3.0%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAAA · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk	0.19%	4.60%	+0.6%	+3.2%	+4.1%	+5.6%	+4.9%	−1.1%	$72M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk	0.19%	4.60%	+0.6%	+3.2%	+4.1%	+5.6%	+4.9%	−1.1%	$72M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AAA vs VOO

AAA

Alternative Access First Priority CLO Bond

$12,672

VOO

Vanguard S&P 500

$17,156

MeasureAAAVOO

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield4.60%1.10%

5 years, per year+4.9%+11.4%

3 years, per year+5.6%+22.1%

Worst drop · 1Y−1.1%−8.9%

Volatility · 1Y3.0%13.5%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AAA, VOO, IVV

Today

93.5%most shared, VOO and IVV

AAAVOOIVV

AAA—[…][…]

VOO[…]—93.5%

IVV[…]93.5%—

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

Income After Fees on $10,000

$441most kept, AAA

AAA$460 − $19 = $441

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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