AOK vs VOO

AAOK

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · AOK $11,696

Lowest cost0.03%VOO · $3 on $10k

Most income3.54%AOK · $354 on $10k

Smallest drop−4.5%AOK · worst fall in 1Y

Held in common16.5%AOK and VOO

AOK

VOO

iShares Core 30/70 Conservative Allocation ETF · $851MVanguard S&P 500 ETF · $1.00T

+10.3%3 years · per year$13,428 · $18,224+22.1%

+3.2%5 years · per year$11,696 · $17,156+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

3.54%12-mo yield$354 · $110 on $10k1.10%

−4.5%Worst dropSmaller wins−8.9%

6.3%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOK · VOO

1.3%AAPL7.4%

1.3%NVDA8.4%

1.1%MSFT5.8%

0.7%AMZN3.7%

Held in common16.5%

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

Both

5Y2 funds

#			Trend
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	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.54%	−1.1%	+3.1%	+3.8%	+10.3%	+3.2%	−4.5%	$851M

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

Both

5Y2 funds

#			Trend
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	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.54%	−1.1%	+3.1%	+3.8%	+10.3%	+3.2%	−4.5%	$851M

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

AOK vs VOO

AOK

iShares Core 30/70 Conservative Allocation

$11,696

VOO

Vanguard S&P 500

$17,156

MeasureAOKVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.54%1.10%

5 years, per year+3.2%+11.4%

3 years, per year+10.3%+22.1%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y6.3%13.5%

3–3measures won
level

16.5%

holdings shared

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

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

Overlap: AOK, VOO

Today

16.5%most shared, AOK and VOO

AOKVOO

AOK—16.5%

VOO16.5%—

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

Income After Fees on $10,000

$334most kept, AOK

AOK$354 − $20 = $334

VOO$110 − $3 = $107

KeptFee

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