FNDX vs VOO

AFNDX

BVOO

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,587FNDX · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.47%FNDX · $147 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common60.7%FNDX and VOO

FNDX

VOO

Schwab Fundamental U.S. Large Company ETF · $28.1BVanguard S&P 500 ETF · $1.00T

+22.7%3 years · per year$18,459 · $18,079+21.8%

+13.2%5 years · per year$18,587 · $17,177+11.4%

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

1.47%12-mo yield$147 · $110 on $10k1.10%

−6.0%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.5%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · VOO

4.9%AAPL7.4%

3.3%MSFT5.8%

2.0%AMZN3.7%

1.5%META2.4%

Held in common60.7%

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

Both

5Y2 funds

#			Trend
1	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.1B
2	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.1B
2	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

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

FNDX vs VOO

FNDX

Schwab Fundamental U.S. Large Company

$18,587

VOO

Vanguard S&P 500

$17,177

MeasureFNDXVOO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.47%1.10%

5 years, per year+13.2%+11.4%

3 years, per year+22.7%+21.8%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y10.4%13.5%

5–1measures won
FNDX first

60.7%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: FNDX, VOO

Today

60.7%most shared, FNDX and VOO

FNDXVOO

FNDX—60.7%

VOO60.7%—

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

Income After Fees on $10,000

$122most kept, FNDX

FNDX$147 − $25 = $122

VOO$110 − $3 = $107

KeptFee

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