EPS vs VOO

AEPS

BVOO

Measures won3–2EPS wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.16%EPS · $116 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common74.4%EPS and VOO

EPS

VOO

WisdomTree U.S. LargeCap Fund · $1.6BVanguard S&P 500 ETF · $1.00T

+21.4%3 years · per year$17,874 · $18,079+21.8%

+11.4%5 years · per year$17,157 · $17,177+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $110 on $10k1.10%

−8.4%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.5%

3–2EPS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPS · VOO

7.1%NVDA8.4%

6.0%AAPL7.4%

4.7%MSFT5.8%

5.6%AMZN3.7%

Held in common74.4%

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%	$852.9B
3	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.16%	+0.1%	+9.6%	+11.5%	+21.4%	+11.4%	−8.4%	$1.6B

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%	$852.9B
3	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.16%	+0.1%	+9.6%	+11.5%	+21.4%	+11.4%	−8.4%	$1.6B

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

EPS vs VOO

EPS

WisdomTree U.S. LargeCap Fund

$17,158

VOO

Vanguard S&P 500

$17,177

MeasureEPSVOO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.16%1.10%

5 years, per year+11.4%+11.4%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.0%13.5%

3–2measures won
EPS first

74.4%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EPS, VOO, IVV

Today

92.2%most shared, VOO and IVV

EPSVOOIVV

EPS—74.4%74.7%

VOO74.4%—92.2%

IVV74.7%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

EPS$116 − $8 = $108

VOO$110 − $3 = $107

KeptFee

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