BLUI vs VOO

ABLUI

BVOO

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income5.21%BLUI · $521 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common0.0%BLUI and VOO

BLUI

VOO

Bluemonte Diversified Income ETF · $122MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

5.21%12-mo yield$521 · $105 on $10k1.05%

−3.7%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins12.8%

3–1BLUI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLUI · VOO

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

Held in common0.0%

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	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.21%	+0.6%	+3.7%	+4.7%	new	new	−3.7%	$122M

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	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.21%	+0.6%	+3.7%	+4.7%	new	new	−3.7%	$122M

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

BLUI vs VOO

BLUI

Bluemonte Diversified Income

[…]

VOO

Vanguard S&P 500

$18,115

MeasureBLUIVOO

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield5.21%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−3.7%−8.9%

Volatility · 1Y4.0%12.8%

3–1measures won
BLUI first

0.0%

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%

$185BAssets$798B

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$872B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: BLUI, VOO

Today

0.0%most shared, BLUI and VOO

BLUIVOO

BLUI—0.0%

VOO0.0%—

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

Income After Fees on $10,000

$441most kept, BLUI

BLUI$521 − $80 = $441

VOO$105 − $3 = $102

KeptFee

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