GTOS vs VOO

AGTOS

BVOO

Measures won3–2GTOS wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income4.52%GTOS · $452 on $10k

Smallest drop−1.1%GTOS · worst fall in 1Y

Held in common0.0%GTOS and VOO

GTOS

VOO

Invesco Short Duration Total Return Bond ETF · $124MVanguard S&P 500 ETF · $1.00T

+5.5%3 years · per year$11,757 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

4.52%12-mo yield$452 · $105 on $10k1.05%

−1.1%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins12.8%

3–2GTOS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGTOS · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
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
3	AGTOS	Invesco Short Duration Total Return Bond ETFRead Desk	0.31%	4.52%	+0.2%	+1.9%	+2.8%	+5.5%	new	−1.1%	$124M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
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
3	AGTOS	Invesco Short Duration Total Return Bond ETFRead Desk	0.31%	4.52%	+0.2%	+1.9%	+2.8%	+5.5%	new	−1.1%	$124M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GTOS vs VOO

GTOS

Invesco Short Duration Total Return Bond

[…]

VOO

Vanguard S&P 500

$18,115

MeasureGTOSVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield4.52%1.05%

5 years, per year[…]+12.6%

3 years, per year+5.5%+24.2%

Worst drop · 1Y−1.1%−8.9%

Volatility · 1Y1.4%12.8%

3–2measures won
GTOS first

0.0%

holdings shared

Nov 4, 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 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GTOS, VOO, IVV

Today

94.5%most shared, VOO and IVV

GTOSVOOIVV

GTOS—0.0%0.0%

VOO0.0%—94.5%

IVV0.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, GTOS

GTOS$452 − $31 = $421

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee