MAVF vs VOO

AMAVF

BVOO

Measures won0–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common26.6%MAVF and VOO

MAVF

VOO

Matrix Advisors Value ETF · $91MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

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

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.36%12-mo yield$36 · $107 on $10k1.07%

−10.9%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.7%

0–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMAVF · VOO

6.6%AAPL7.4%

8.9%MSFT5.8%

6.7%AMZN3.7%

7.3%GOOG2.5%

Held in common26.6%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	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
3	AMAVF	Matrix Advisors Value ETFRead Desk	0.75%	0.36%	+3.0%	+16.1%	+21.6%	new	new	−10.9%	$91M

End-of-day Nov 9, 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%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	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
3	AMAVF	Matrix Advisors Value ETFRead Desk	0.75%	0.36%	+3.0%	+16.1%	+21.6%	new	new	−10.9%	$91M

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

MAVF vs VOO

MAVF

Matrix Advisors Value

[…]

VOO

Vanguard S&P 500

$17,543

MeasureMAVFVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.36%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.5%13.7%

4–0measures won
VOO first

26.6%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MAVF, VOO, IVV

Today

92.7%most shared, VOO and IVV

MAVFVOOIVV

MAVF—26.6%26.8%

VOO26.6%—92.7%

IVV26.8%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

MAVF$36 − $75 = −$39

KeptFee

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