FNDA vs VOO

AFNDA

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.24%FNDA · $124 on $10k

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

Held in common2.1%FNDA and VOO

FNDA

VOO

Schwab Fundamental U.S. Small Company Index ETF · $9.1BVanguard S&P 500 ETF · $1.00T

+17.4%3 years · per year$16,173 · $18,224+22.1%

+6.8%5 years · per year$13,878 · $17,156+11.4%

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

1.24%12-mo yield$124 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · VOO

0.2%CRWD0.4%

0.2%LITE0.1%

0.1%PLTR0.7%

0.1%APP0.1%

Held in common2.1%

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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$9.1B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$9.1B

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

FNDA vs VOO

FNDA

Schwab Fundamental U.S. Small Company Index

$13,878

VOO

Vanguard S&P 500

$17,156

MeasureFNDAVOO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.24%1.10%

5 years, per year+6.8%+11.4%

3 years, per year+17.4%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.1%13.5%

5–1measures won
VOO first

2.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNDA, VOO, IVV

Today

93.5%most shared, VOO and IVV

FNDAVOOIVV

FNDA—2.1%2.1%

VOO2.1%—93.5%

IVV2.1%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FNDA$124 − $25 = $99

KeptFee

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