OMFS vs SPY · Compare Desk

ASPY

BVUG

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common54.8%SPY and VUG

SPY vs VUG

SPY

VUG

State Street SPDR S&P 500 ETF · $819BVanguard Morningstar Growth ETF · $233B

+21.7%3 years · per year$18,039 · $18,415+22.6%

+11.3%5 years · per year$17,118 · $16,124+10.0%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $42 on $10k0.42%

−8.9%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · VUG

7.9%AAPL12.5%

6.9%NVDA13.5%

6.3%MSFT9.7%

4.0%AMZN4.3%

Held in common54.8%

End-of-day Nov 6, 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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs VUG

SPY

SPDR S&P 500

$17,118

VUG

Vanguard Morningstar Growth

$16,124

MeasureSPYVUG

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield1.03%0.42%

5 years, per year+11.3%+10.0%

3 years, per year+21.7%+22.6%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.6%19.0%

4–2measures won
SPY first

54.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SPY, VUG

Today

54.8%most shared, SPY and VUG

SPYVUG

SPY—54.8%

VUG54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee