HDEF vs VOO

AHDEF

BVOO

Measures won4–2HDEF wins · of 6 · 5Y

$10,000 · 5Y$18,360HDEF · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income3.72%HDEF · $372 on $10k

Smallest drop−8.1%HDEF · worst fall in 1Y

Held in common0.0%HDEF and VOO

HDEF

VOO

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3BVanguard S&P 500 ETF · $1.00T

+20.2%3 years · per year$17,350 · $18,079+21.8%

+12.9%5 years · per year$18,360 · $17,177+11.4%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

3.72%12-mo yield$372 · $110 on $10k1.10%

−8.1%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.5%

4–2HDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDEF · VOO

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

Held in common0.0%

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	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.3B
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	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.3B
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

HDEF vs VOO

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,360

VOO

Vanguard S&P 500

$17,177

MeasureHDEFVOO

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield3.72%1.10%

5 years, per year+12.9%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.3%13.5%

4–2measures won
HDEF first

0.0%

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: HDEF, VOO, IVV

Today

92.2%most shared, VOO and IVV

HDEFVOOIVV

HDEF—0.0%0.0%

VOO0.0%—92.2%

IVV0.0%92.2%—

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

Income After Fees on $10,000

$363most kept, HDEF

HDEF$372 − $9 = $363

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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