AOR vs VOO

AAOR

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · AOR $13,725

Lowest cost0.03%VOO · $3 on $10k

Most income2.64%AOR · $264 on $10k

Smallest drop−6.6%AOR · worst fall in 1Y

Held in common33.8%AOR and VOO

AOR

VOO

iShares Core 60/40 Balanced Allocation ETF · $3.9BVanguard S&P 500 ETF · $1.00T

+15.9%3 years · per year$15,557 · $19,172+24.2%

+6.5%5 years · per year$13,725 · $18,115+12.6%

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

2.64%12-mo yield$264 · $105 on $10k1.05%

−6.6%Worst dropSmaller wins−8.9%

9.3%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOR · VOO

2.6%NVDA8.4%

2.5%AAPL7.4%

2.0%MSFT5.8%

1.3%AMZN3.7%

Held in common33.8%

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.64%	+1.2%	+7.7%	+8.7%	+15.9%	+6.5%	−6.6%	$3.9B

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.64%	+1.2%	+7.7%	+8.7%	+15.9%	+6.5%	−6.6%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AOR vs VOO

AOR

iShares Core 60/40 Balanced Allocation

$13,725

VOO

Vanguard S&P 500

$18,115

MeasureAORVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.64%1.05%

5 years, per year+6.5%+12.6%

3 years, per year+15.9%+24.2%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.3%12.8%

3–3measures won
level

33.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: AOR, VOO

Today

33.8%most shared, AOR and VOO

AORVOO

AOR—33.8%

VOO33.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$244most kept, AOR

AOR$264 − $20 = $244

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee