CGRO vs VOO

ACGRO

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO

Lowest cost0.03%VOO · $3 on $10k

Most income31.30%CGRO · $3,130 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.5%CGRO and VOO

CGRO

VOO

CoreValues Alpha Greater China Growth ETF · $2MVanguard S&P 500 ETF · $1.00T

+2.1%3 years · per year$10,636 · $19,094+24.1%

[…]5 years · per year[…] · $17,749+12.2%

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

31.30%12-mo yield$3,130 · $107 on $10k1.07%

−33.3%Worst dropSmaller wins−8.9%

21.3%VolatilityLower wins12.7%

1–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGRO · VOO

4.7%TSLA1.5%

Held in common1.5%

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

Both

5Y2 funds

#			Trend
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	ACGRO	CoreValues Alpha Greater China Growth ETFRead Desk		0.85%	31.30%	0.0%	−26.3%	−32.2%	+2.1%	new	−33.3%	$2M

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ACGRO	CoreValues Alpha Greater China Growth ETFRead Desk		0.85%	31.30%	0.0%	−26.3%	−32.2%	+2.1%	new	−33.3%	$2M

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

CGRO vs VOO

CGRO

CoreValues Alpha Greater China Growth

[…]

VOO

Vanguard S&P 500

$17,749

MeasureCGROVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield31.30%1.07%

5 years, per year[…]+12.2%

3 years, per year+2.1%+24.1%

Worst drop · 1Y−33.3%−8.9%

Volatility · 1Y21.3%12.7%

4–1measures won
VOO first

1.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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

Overlap: CGRO, VOO

Today

1.5%most shared, CGRO and VOO

CGROVOO

CGRO—1.5%

VOO1.5%—

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

Income After Fees on $10,000

$3,045most kept, CGRO

CGRO$3,130 − $85 = $3,045

VOO$107 − $3 = $104

KeptFee

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