DSI vs VOO5YDSIDSIAvsBVOOVOOiShares ESG MSCI KLD 400 ETF · $5.3BVanguard S&P 500 ETF · $1.00TReturns · dividends in+20.9%3 years · per year$17,686 · $18,126+21.9%+10.2%5 years · per year$16,269 · $17,533+11.9%Cost and income0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%0.90%12-mo yield$90 · $106 on $10k
Overlap: DSI, VOO, IVVToday92.7%most shared, VOO and IVVDSIVOOIVVDSI—53.4%52.0%VOO53.4%—92.7%IVV52.0%92.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3ADSIiShares ESG MSCI KLD 400 ETFReadDesk0.25%0.90%+1.4%+10.7%+10.9%+20.9%+10.2%−11.1%$5.3BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B3ADSIiShares ESG MSCI KLD 400 ETFReadDesk0.25%0.90%+1.4%+10.7%+10.9%+20.9%+10.2%−11.1%$5.3BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: DSI, VOO, IVVToday92.7%most shared, VOO and IVVDSIVOOIVVDSI—53.4%52.0%VOO53.4%—92.7%IVV52.0%92.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107VOO$106 − $3 = $103DSI$90 − $25 = $65KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee