FNDA vs VOO

AFNDA

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IWF $15,441

Lowest cost0.03%VOO · $3 on $10k

Most income1.25%FNDA · $125 on $10k

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

Held in common2.0%FNDA and VOO

FNDA

VOO

Schwab Fundamental U.S. Small Company Index ETF · $8.8BVanguard S&P 500 ETF · $1.00T

+17.2%3 years · per year$16,098 · $18,079+21.8%

+6.8%5 years · per year$13,903 · $17,177+11.4%

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

1.25%12-mo yield$125 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−8.9%

16.0%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%

0.2%APP0.1%

0.1%PLTR0.7%

Held in common2.0%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

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

FNDA vs VOO

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

VOO

Vanguard S&P 500

$17,177

MeasureFNDAVOO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.25%1.10%

5 years, per year+6.8%+11.4%

3 years, per year+17.2%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.0%13.5%

5–1measures won
VOO first

2.0%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FNDA, VOO, IWF

Today

59.3%most shared, VOO and IWF

FNDAVOOIWF

FNDA—2.0%3.7%

VOO2.0%—59.3%

IWF3.7%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

FNDA$125 − $25 = $100

IWF$39 − $18 = $21

KeptFee

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