AFIF vs VOO

AAFIF

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income4.20%AFIF · $420 on $10k

Smallest drop−1.6%AFIF · worst fall in 1Y

Held in common0.0%AFIF and VOO

AFIF

VOO

Anfield Universal Fixed Income ETF · $685MVanguard S&P 500 ETF · $1.00T

+6.2%3 years · per year$11,992 · $19,094+24.1%

+3.7%5 years · per year$11,992 · $17,749+12.2%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

4.20%12-mo yield$420 · $107 on $10k1.07%

−1.6%Worst dropSmaller wins−8.9%

2.6%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFIF · VOO

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

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AAFIF	Anfield Universal Fixed Income ETFRead Desk	0.85%	4.20%	0.0%	+1.4%	+2.3%	+6.2%	+3.7%	−1.6%	$685M

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

All Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AAFIF	Anfield Universal Fixed Income ETFRead Desk	0.85%	4.20%	0.0%	+1.4%	+2.3%	+6.2%	+3.7%	−1.6%	$685M

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

Cards for this view

AFIF vs VOO

AFIF

Anfield Universal Fixed Income

$11,992

VOO

Vanguard S&P 500

$17,749

MeasureAFIFVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield4.20%1.07%

5 years, per year+3.7%+12.2%

3 years, per year+6.2%+24.1%

Worst drop · 1Y−1.6%−8.9%

Volatility · 1Y2.6%12.7%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AFIF, VOO, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

AFIFVOOSPYSPYM

AFIF—0.0%0.0%0.0%

VOO0.0%—95.5%95.5%

SPY0.0%95.5%—99.9%

SPYM0.0%95.5%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$335most kept, AFIF

AFIF$420 − $85 = $335

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee