MFUS vs VOO

AMFUS

BVOO

Measures won4–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,286MFUS · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.46%MFUS · $146 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common44.3%MFUS and VOO

MFUS

VOO

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320MVanguard S&P 500 ETF · $1.00T

+21.9%3 years · per year$18,115 · $18,224+22.1%

+11.6%5 years · per year$17,286 · $17,156+11.4%

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

1.46%12-mo yield$146 · $110 on $10k1.10%

−6.4%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.5%

4–2MFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFUS · VOO

2.3%AAPL7.4%

1.7%LLY1.4%

1.2%BRK-B1.4%

1.7%XOM1.0%

Held in common44.3%

End-of-day Nov 5, 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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk	0.29%	1.46%	−3.6%	+14.2%	+17.6%	+21.9%	+11.6%	−6.4%	$320M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

All Three

5Y3 funds

#
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk	0.29%	1.46%	−3.6%	+14.2%	+17.6%	+21.9%	+11.6%	−6.4%	$320M
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

Cards for this view

MFUS vs VOO

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,286

VOO

Vanguard S&P 500

$17,156

MeasureMFUSVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.46%1.10%

5 years, per year+11.6%+11.4%

3 years, per year+21.9%+22.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y12.0%13.5%

4–2measures won
MFUS first

44.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MFUS, VOO, IVV

Today

93.5%most shared, VOO and IVV

MFUSVOOIVV

MFUS—44.3%45.3%

VOO44.3%—93.5%

IVV45.3%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee