FVAL vs VOO

AFVAL

BVOO

Measures won3–2FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.47%FVAL · $147 on $10k

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

Held in common54.7%FVAL and VOO

FVAL

VOO

Fidelity Value Factor ETF · $1.4BVanguard S&P 500 ETF · $1.00T

+23.7%3 years · per year$18,950 · $19,172+24.2%

+12.9%5 years · per year$18,310 · $18,115+12.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $105 on $10k1.05%

−8.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins12.8%

3–2FVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · VOO

7.9%AAPL7.4%

7.4%NVDA8.4%

6.5%MSFT5.8%

3.7%AMZN3.7%

Held in common54.7%

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

Both

5Y2 funds

#			Trend
1	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FVAL vs VOO

FVAL

Fidelity Value Factor

$18,310

VOO

Vanguard S&P 500

$18,115

MeasureFVALVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.47%1.05%

5 years, per year+12.9%+12.6%

3 years, per year+23.7%+24.2%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y11.9%12.8%

3–2measures won
FVAL first

54.7%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: FVAL, VOO

Today

54.7%most shared, FVAL and VOO

FVALVOO

FVAL—54.7%

VOO54.7%—

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

Income After Fees on $10,000

$132most kept, FVAL

FVAL$147 − $15 = $132

VOO$105 − $3 = $102

KeptFee

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