DEMZ vs VOO

ADEMZ

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common27.4%DEMZ and VOO

DEMZ

VOO

Democratic Large Cap Core ETF · $66MVanguard S&P 500 ETF · $1.00T

+22.4%3 years · per year$18,354 · $18,079+21.8%

+11.4%5 years · per year$17,163 · $17,177+11.4%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.89%12-mo yield$89 · $110 on $10k1.10%

−12.3%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEMZ · VOO

5.4%MSFT5.8%

5.2%AAPL7.4%

4.2%NVDA8.4%

4.1%GOOGL3.1%

Held in common27.4%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$66M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$66M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEMZ vs VOO

DEMZ

Democratic Large Cap Core

$17,163

VOO

Vanguard S&P 500

$17,177

MeasureDEMZVOO

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.89%1.10%

5 years, per year+11.4%+11.4%

3 years, per year+22.4%+21.8%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y15.4%13.5%

4–1measures won
VOO first

27.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DEMZ, VOO, IVV

Today

92.2%most shared, VOO and IVV

DEMZVOOIVV

DEMZ—27.4%26.2%

VOO27.4%—92.2%

IVV26.2%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DEMZ$89 − $45 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee