INCE vs VOO

AINCE

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · INCE $16,850

Lowest cost0.03%VOO · $3 on $10k

Most income4.94%INCE · $494 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common14.1%INCE and VOO

INCE

VOO

Franklin Income Equity Focus ETF · $371MVanguard S&P 500 ETF · $1.00T

+19.7%3 years · per year$17,167 · $19,172+24.2%

+11.0%5 years · per year$16,850 · $18,115+12.6%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

4.94%12-mo yield$494 · $105 on $10k1.05%

−5.0%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · VOO

1.7%JPM1.3%

1.1%XOM1.0%

1.6%JNJ1.0%

3.7%CVX0.6%

Held in common14.1%

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

Both

5Y2 funds

#			Trend
1	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
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.94%	+0.9%	+18.6%	+24.2%	+19.7%	+11.0%	−5.0%	$371M

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.94%	+0.9%	+18.6%	+24.2%	+19.7%	+11.0%	−5.0%	$371M

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

INCE vs VOO

INCE

Franklin Income Equity Focus

$16,850

VOO

Vanguard S&P 500

$18,115

MeasureINCEVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield4.94%1.05%

5 years, per year+11.0%+12.6%

3 years, per year+19.7%+24.2%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y8.1%12.8%

3–3measures won
level

14.1%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: INCE, VOO

Today

14.1%most shared, INCE and VOO

INCEVOO

INCE—14.1%

VOO14.1%—

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

Income After Fees on $10,000

$465most kept, INCE

INCE$494 − $29 = $465

VOO$105 − $3 = $102

KeptFee

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