DSI vs VOO

ADSI

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DSI $16,155

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common53.4%DSI and VOO

DSI

VOO

iShares ESG MSCI KLD 400 ETF · $5.4BVanguard S&P 500 ETF · $1.00T

+21.6%3 years · per year$17,979 · $18,224+22.1%

+10.1%5 years · per year$16,155 · $17,156+11.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

0.93%12-mo yield$93 · $110 on $10k1.10%

−11.1%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDSI · VOO

13.0%NVDA8.4%

11.1%MSFT5.8%

4.8%GOOGL3.1%

3.8%GOOG2.5%

Held in common53.4%

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

Both

5Y2 funds

#			Trend
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	ADSI	iShares ESG MSCI KLD 400 ETFRead Desk		0.25%	0.93%	−4.8%	+7.8%	+8.7%	+21.6%	+10.1%	−11.1%	$5.4B

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ADSI	iShares ESG MSCI KLD 400 ETFRead Desk		0.25%	0.93%	−4.8%	+7.8%	+8.7%	+21.6%	+10.1%	−11.1%	$5.4B

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

DSI vs VOO

DSI

iShares ESG MSCI KLD 400

$16,155

VOO

Vanguard S&P 500

$17,156

MeasureDSIVOO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield0.93%1.10%

5 years, per year+10.1%+11.4%

3 years, per year+21.6%+22.1%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y15.6%13.5%

6–0measures won
VOO first

53.4%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: DSI, VOO

Today

53.4%most shared, DSI and VOO

DSIVOO

DSI—53.4%

VOO53.4%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DSI$93 − $25 = $68

KeptFee

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