HAPI vs VOO · Compare Desk

AVTV

BVOO

Measures won4–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VOO $17,177

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common41.1%VTV and VOO

VTV vs VOO

VTV

VOO

Vanguard Morningstar Value ETF · $184BVanguard S&P 500 ETF · $1.00T

+20.9%3 years · per year$17,687 · $18,079+21.8%

+12.0%5 years · per year$17,585 · $17,177+11.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.87%12-mo yield$187 · $110 on $10k1.10%

−6.4%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.5%

4–1VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · VOO

4.6%MU1.8%

2.9%BRK-B1.4%

3.3%JPM1.3%

2.6%XOM1.0%

Held in common41.1%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VTV vs VOO

VTV

Vanguard Morningstar Value

$17,585

VOO

Vanguard S&P 500

$17,177

MeasureVTVVOO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.87%1.10%

5 years, per year+12.0%+11.4%

3 years, per year+20.9%+21.8%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.7%13.5%

4–1measures won
VTV first

41.1%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: VTV, VOO, VO

Today

41.1%most shared, VTV and VOO

VTVVOOVO

VTV—41.1%28.5%

VOO41.1%—15.4%

VO28.5%15.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

VOO$110 − $3 = $107

KeptFee

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