LONZ vs VOO

ALONZ

BVOO

Measures won3–2LONZ wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO

Lowest cost0.03%VOO · $3 on $10k

Most income8.38%LONZ · $838 on $10k

Smallest drop−2.0%LONZ · worst fall in 1Y

Held in common[…]LONZ and VOO

LONZ

VOO

PIMCO Senior Loan Active Exchange-Traded Fund · $694MVanguard S&P 500 ETF · $1.00T

+7.4%3 years · per year$12,376 · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

0.71%Expense ratio$71 · $3 on $10k · lower wins0.03%

8.38%12-mo yield$838 · $107 on $10k1.07%

−2.0%Worst dropSmaller wins−8.9%

2.4%VolatilityLower wins13.7%

3–2LONZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsLONZ · VOO

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

Held in common[…]

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ALONZ	PIMCO Senior Loan Active Exchange-Traded FundRead Desk		0.71%	8.38%	+0.7%	+3.8%	+5.1%	+7.4%	new	−2.0%	$694M

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ALONZ	PIMCO Senior Loan Active Exchange-Traded FundRead Desk		0.71%	8.38%	+0.7%	+3.8%	+5.1%	+7.4%	new	−2.0%	$694M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LONZ vs VOO

LONZ

PIMCO Senior Loan Active Exchange-Traded Fund

[…]

VOO

Vanguard S&P 500

$17,543

MeasureLONZVOO

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield8.38%1.07%

5 years, per year[…]+11.9%

3 years, per year+7.4%+22.0%

Worst drop · 1Y−2.0%−8.9%

Volatility · 1Y2.4%13.7%

3–2measures won
LONZ first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LONZ, VOO

Today

[…]holdings […]

LONZVOO

LONZ—[…]

VOO[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$767most kept, LONZ

LONZ$838 − $71 = $767

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee