CSHP vs VOO

ACSHP

BVOO

Measures won3–1CSHP wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income3.96%CSHP · $396 on $10k

Smallest drop−0.7%CSHP · worst fall in 1Y

Held in common29.6%CSHP and VOO

CSHP

VOO

iShares Dynamic Short-Term Active ETF · $383MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

3.96%12-mo yield$396 · $110 on $10k1.10%

−0.7%Worst dropSmaller wins−8.9%

1.9%VolatilityLower wins13.5%

3–1CSHP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSHP · VOO

2.3%AAPL7.4%

2.2%NVDA8.4%

1.8%MSFT5.8%

1.2%AMZN3.7%

Held in common29.6%

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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.3%	+4.0%	new	new	−0.7%	$383M

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.3%	+4.0%	new	new	−0.7%	$383M

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

CSHP vs VOO

CSHP

iShares Dynamic Short-Term Active

[…]

VOO

Vanguard S&P 500

$17,156

MeasureCSHPVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.96%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−0.7%−8.9%

Volatility · 1Y1.9%13.5%

3–1measures won
CSHP first

29.6%

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSHP, VOO, IVV

Today

93.5%most shared, VOO and IVV

CSHPVOOIVV

CSHP—29.6%29.6%

VOO29.6%—93.5%

IVV29.6%93.5%—

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

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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