MDIV vs VOO

AMDIV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · MDIV $13,474

Lowest cost0.03%VOO · $3 on $10k

Most income7.46%MDIV · $746 on $10k

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common3.1%MDIV and VOO

MDIV

VOO

Multi-Asset Diversified Income Index Fund · $417MVanguard S&P 500 ETF · $1.00T

+11.9%3 years · per year$14,009 · $19,172+24.2%

+6.1%5 years · per year$13,474 · $18,115+12.6%

0.83%Expense ratio$83 · $3 on $10k · lower wins0.03%

7.46%12-mo yield$746 · $105 on $10k1.05%

−6.1%Worst dropSmaller wins−8.9%

6.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · VOO

0.4%CVX0.6%

0.5%VZ0.3%

0.4%PEP0.3%

0.4%T0.3%

Held in common3.1%

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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.46%	+0.7%	+9.6%	+12.1%	+11.9%	+6.1%	−6.1%	$417M

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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.46%	+0.7%	+9.6%	+12.1%	+11.9%	+6.1%	−6.1%	$417M

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

MDIV vs VOO

MDIV

Multi-Asset Diversified Income Index Fund

$13,474

VOO

Vanguard S&P 500

$18,115

MeasureMDIVVOO

Fee0.83%0.03%

Cost on $10k a year$83$3

Yield7.46%1.05%

5 years, per year+6.1%+12.6%

3 years, per year+11.9%+24.2%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y6.8%12.8%

3–3measures won
level

3.1%

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: MDIV, VOO

Today

3.1%most shared, MDIV and VOO

MDIVVOO

MDIV—3.1%

VOO3.1%—

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

Income After Fees on $10,000

$663most kept, MDIV

MDIV$746 − $83 = $663

VOO$105 − $3 = $102

KeptFee

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