FXED vs VOO

AFXED

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income7.49%FXED · $749 on $10k

Smallest drop−6.2%FXED · worst fall in 1Y

Held in common0.2%FXED and VOO

FXED

VOO

Sound Enhanced Fixed Income ETF · $40MVanguard S&P 500 ETF · $1.00T

+6.7%3 years · per year$12,164 · $18,224+22.1%

+1.4%5 years · per year$10,715 · $17,156+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

7.49%12-mo yield$749 · $110 on $10k1.10%

−6.2%Worst dropSmaller wins−8.9%

8.9%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXED · VOO

1.2%AMT0.1%

1.2%O0.1%

1.8%VICI0.0%

Held in common0.2%

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	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.49%	−0.9%	−2.7%	−1.9%	+6.7%	+1.4%	−6.2%	$40M

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	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.49%	−0.9%	−2.7%	−1.9%	+6.7%	+1.4%	−6.2%	$40M

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

FXED vs VOO

FXED

Sound Enhanced Fixed Income

$10,715

VOO

Vanguard S&P 500

$17,156

MeasureFXEDVOO

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield7.49%1.10%

5 years, per year+1.4%+11.4%

3 years, per year+6.7%+22.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y8.9%13.5%

3–3measures won
level

0.2%

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: FXED, VOO, IVV

Today

93.5%most shared, VOO and IVV

FXEDVOOIVV

FXED—0.2%0.3%

VOO0.2%—93.5%

IVV0.3%93.5%—

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

Income After Fees on $10,000

$700most kept, FXED

FXED$749 − $49 = $700

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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