MORT vs VOO

AMORT

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · MORT $7,538

Lowest cost0.03%VOO · $3 on $10k

Most income18.09%MORT · $1,809 on $10k

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

Held in common0.0%MORT and VOO

MORT

VOO

VanEck Mortgage REIT Income ETF · $324MVanguard S&P 500 ETF · $1.00T

+6.2%3 years · per year$11,988 · $19,172+24.2%

−5.5%5 years · per year$7,538 · $18,115+12.6%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

18.09%12-mo yield$1,809 · $105 on $10k1.05%

−26.9%Worst dropSmaller wins−8.9%

18.7%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · 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

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	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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

MORT vs VOO

MORT

VanEck Mortgage REIT Income

$7,538

VOO

Vanguard S&P 500

$18,115

MeasureMORTVOO

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield18.09%1.05%

5 years, per year−5.5%+12.6%

3 years, per year+6.2%+24.2%

Worst drop · 1Y−26.9%−8.9%

Volatility · 1Y18.7%12.8%

5–1measures won
VOO first

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

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: MORT, VOO

Today

0.0%most shared, MORT and VOO

MORTVOO

MORT—0.0%

VOO0.0%—

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

VOO$105 − $3 = $102

KeptFee

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