MAMB vs VOO

AMAMB

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income2.75%MAMB · $275 on $10k

Smallest drop−5.7%MAMB · worst fall in 1Y

Held in common0.0%MAMB and VOO

MAMB

VOO

Monarch Ambassador Income Index ETF · $199MVanguard S&P 500 ETF · $1.00T

+7.0%3 years · per year$12,255 · $19,172+24.2%

+0.4%5 years · per year$10,203 · $18,115+12.6%

1.15%Expense ratio$115 · $3 on $10k · lower wins0.03%

2.75%12-mo yield$275 · $105 on $10k1.05%

−5.7%Worst dropSmaller wins−8.9%

5.9%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMAMB · 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	AMAMB	Monarch Ambassador Income Index ETFRead Desk	1.15%	2.75%	+0.9%	+0.4%	+1.4%	+7.0%	+0.4%	−5.7%	$199M

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	AMAMB	Monarch Ambassador Income Index ETFRead Desk	1.15%	2.75%	+0.9%	+0.4%	+1.4%	+7.0%	+0.4%	−5.7%	$199M

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

MAMB vs VOO

MAMB

Monarch Ambassador Income Index

$10,203

VOO

Vanguard S&P 500

$18,115

MeasureMAMBVOO

Fee1.15%0.03%

Cost on $10k a year$115$3

Yield2.75%1.05%

5 years, per year+0.4%+12.6%

3 years, per year+7.0%+24.2%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y5.9%12.8%

3–3measures won
level

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: MAMB, VOO, IVV

Today

94.5%most shared, VOO and IVV

MAMBVOOIVV

MAMB—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

$160most kept, MAMB

MAMB$275 − $115 = $160

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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