EFIV vs VOO

AEFIV

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,306EFIV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common61.0%EFIV and VOO

EFIV

VOO

State Street SPDR S&P 500 ESG ETF · $1.0BVanguard S&P 500 ETF · $1.00T

+23.6%3 years · per year$18,868 · $19,172+24.2%

+12.9%5 years · per year$18,306 · $18,115+12.6%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFIV · VOO

12.6%NVDA8.4%

9.7%MSFT5.8%

4.1%GOOGL3.1%

3.3%GOOG2.5%

Held in common61.0%

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.00%	+1.4%	+12.5%	+14.0%	+23.6%	+12.9%	−9.4%	$1.0B
2	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

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.00%	+1.4%	+12.5%	+14.0%	+23.6%	+12.9%	−9.4%	$1.0B
2	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

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

EFIV vs VOO

EFIV

SPDR S&P 500 ESG

$18,306

VOO

Vanguard S&P 500

$18,115

MeasureEFIVVOO

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.00%1.05%

5 years, per year+12.9%+12.6%

3 years, per year+23.6%+24.2%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.0%12.8%

5–1measures won
VOO first

61.0%

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: EFIV, VOO

Today

61.0%most shared, EFIV and VOO

EFIVVOO

EFIV—61.0%

VOO61.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

EFIV$100 − $10 = $90

KeptFee

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