CWB vs VOO

ACWB

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · CWB $11,943

Lowest cost0.03%VOO · $3 on $10k

Most income1.80%CWB · $180 on $10k

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

Held in common0.0%CWB and VOO

CWB

VOO

State Street SPDR Bloomberg Convertible Securities ETF · $5.3BVanguard S&P 500 ETF · $1.00T

+15.3%3 years · per year$15,346 · $19,172+24.2%

+3.6%5 years · per year$11,943 · $18,115+12.6%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.80%12-mo yield$180 · $105 on $10k1.05%

−15.4%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · VOO

0.0%SO0.1%

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	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B

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	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B

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

CWB vs VOO

CWB

SPDR Bloomberg Convertible Securities

$11,943

VOO

Vanguard S&P 500

$18,115

MeasureCWBVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.80%1.05%

5 years, per year+3.6%+12.6%

3 years, per year+15.3%+24.2%

Worst drop · 1Y−15.4%−8.9%

Volatility · 1Y17.8%12.8%

5–1measures won
VOO 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%

$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: CWB, VOO

Today

0.0%most shared, CWB and VOO

CWBVOO

CWB—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

$140most kept, CWB

CWB$180 − $40 = $140

VOO$105 − $3 = $102

KeptFee

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