CGRO vs VOO

ACGRO

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SPY $18,060

Lowest cost0.03%VOO · $3 on $10k

Most income31.26%CGRO · $3,126 on $10k

Smallest drop−8.9%SPY · 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

+1.5%3 years · per year$10,472 · $19,172+24.2%

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

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

31.26%12-mo yield$3,126 · $105 on $10k1.05%

−33.0%Worst dropSmaller wins−8.9%

21.3%VolatilityLower wins12.8%

1–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGRO · VOO

4.6%TSLA1.5%

Held in common1.5%

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	ACGRO	CoreValues Alpha Greater China Growth ETFRead Desk	0.85%	31.26%	0.0%	−26.2%	−31.8%	+1.5%	new	−33.0%	$2M

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	ACGRO	CoreValues Alpha Greater China Growth ETFRead Desk	0.85%	31.26%	0.0%	−26.2%	−31.8%	+1.5%	new	−33.0%	$2M

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

CGRO vs VOO

CGRO

CoreValues Alpha Greater China Growth

[…]

VOO

Vanguard S&P 500

$18,115

MeasureCGROVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield31.26%1.05%

5 years, per year[…]+12.6%

3 years, per year+1.5%+24.2%

Worst drop · 1Y−33.0%−8.9%

Volatility · 1Y21.3%12.8%

4–1measures won
VOO first

1.5%

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: CGRO, VOO, SPY

Today

94.5%most shared, VOO and SPY

CGROVOOSPY

CGRO—1.5%1.7%

VOO1.5%—94.5%

SPY1.7%94.5%—

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

Income After Fees on $10,000

$3,041most kept, CGRO

CGRO$3,126 − $85 = $3,041

VOO$105 − $3 = $102

SPY$99 − $9 = $90

KeptFee

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