GARP vs VOO

AGARP

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$19,604GARP · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common47.2%GARP and VOO

GARP

VOO

iShares MSCI USA Quality GARP ETF · $3.3BVanguard S&P 500 ETF · $1.00T

+27.5%3 years · per year$20,728 · $18,079+21.8%

+14.4%5 years · per year$19,604 · $17,177+11.4%

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

0.28%12-mo yield$28 · $110 on $10k1.10%

−17.1%Worst dropSmaller wins−8.9%

22.0%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGARP · VOO

6.2%AAPL7.4%

6.4%MSFT5.8%

4.8%NVDA8.4%

5.1%META2.4%

Held in common47.2%

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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk	0.15%	0.28%	+1.6%	+8.5%	+8.5%	+27.5%	+14.4%	−17.1%	$3.3B
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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk	0.15%	0.28%	+1.6%	+8.5%	+8.5%	+27.5%	+14.4%	−17.1%	$3.3B
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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

GARP vs VOO

GARP

iShares MSCI USA Quality GARP

$19,604

VOO

Vanguard S&P 500

$17,177

MeasureGARPVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.28%1.10%

5 years, per year+14.4%+11.4%

3 years, per year+27.5%+21.8%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y22.0%13.5%

4–2measures won
VOO first

47.2%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GARP, VOO, IVV

Today

92.2%most shared, VOO and IVV

GARPVOOIVV

GARP—47.2%45.0%

VOO47.2%—92.2%

IVV45.0%92.2%—

End-of-day Nov 6, 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

GARP$28 − $15 = $13

KeptFee

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