GIAX vs VOO

AGIAX

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income29.42%GIAX · $2,942 on $10k

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

Held in common26.3%GIAX and VOO

GIAX

VOO

Nicholas Global Equity and Income ETF · $105MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

1.03%Expense ratio$103 · $3 on $10k · lower wins0.03%

29.42%12-mo yield$2,942 · $110 on $10k1.10%

−21.2%Worst dropSmaller wins−8.9%

29.0%VolatilityLower wins13.5%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsGIAX · VOO

3.9%NVDA8.4%

3.9%MSFT5.8%

4.4%AMZN3.7%

4.0%GOOGL3.1%

Held in common26.3%

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	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	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	29.42%	−7.6%	−0.9%	−1.3%	new	new	−21.2%	$105M

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	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	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	29.42%	−7.6%	−0.9%	−1.3%	new	new	−21.2%	$105M

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

GIAX vs VOO

GIAX

Nicholas Global Equity and Income

[…]

VOO

Vanguard S&P 500

$17,177

MeasureGIAXVOO

Fee1.03%0.03%

Cost on $10k a year$103$3

Yield29.42%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−21.2%−8.9%

Volatility · 1Y29.0%13.5%

3–1measures won
VOO first

26.3%

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: GIAX, VOO

Today

26.3%most shared, GIAX and VOO

GIAXVOO

GIAX—26.3%

VOO26.3%—

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

Income After Fees on $10,000

$2,839most kept, GIAX

GIAX$2,942 − $103 = $2,839

VOO$110 − $3 = $107

KeptFee

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