DSMC vs VOO

ADSMC

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−6.3%DSMC · worst fall in 1Y

Held in common0.2%DSMC and VOO

DSMC

VOO

Distillate Small/Mid Cash Flow ETF · $151MVanguard S&P 500 ETF · $1.00T

+18.0%3 years · per year$16,418 · $19,094+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $107 on $10k1.07%

−6.3%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins12.7%

2–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDSMC · VOO

1.1%APA0.0%

1.1%MAS0.0%

1.0%IVZ0.0%

1.0%TXT0.0%

Held in common0.2%

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk	0.55%	1.11%	−0.9%	+28.8%	+32.6%	+18.0%	new	−6.3%	$151M

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk	0.55%	1.11%	−0.9%	+28.8%	+32.6%	+18.0%	new	−6.3%	$151M

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

Cards for this view

DSMC vs VOO

DSMC

Distillate Small/Mid Cash Flow

[…]

VOO

Vanguard S&P 500

$17,749

MeasureDSMCVOO

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield1.11%1.07%

5 years, per year[…]+12.2%

3 years, per year+18.0%+24.1%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y15.3%12.7%

3–1measures won
VOO first

0.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DSMC, VOO, IVV

Today

94.5%most shared, VOO and IVV

DSMCVOOIVV

DSMC—0.2%0.2%

VOO0.2%—94.5%

IVV0.2%94.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

DSMC$111 − $55 = $56

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee