ONEY vs VO

AONEY

BVO

Measures won3–2ONEY wins · of 6 · 5Y

$10,000 · 5Y$16,321ONEY · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income2.83%ONEY · $283 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common19.7%ONEY and VO

ONEY

State Street SPDR Russell 1000 Yield Focus ETF · $679MVanguard Morningstar Mid-Cap ETF · $103B

+19.0%3 years · per year$16,835 · $16,701+18.6%

+10.3%5 years · per year$16,321 · $13,590+6.3%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.83%12-mo yield$283 · $139 on $10k1.39%

−9.1%Worst dropSmaller wins−8.2%

12.9%VolatilityLower wins12.9%

3–2ONEY wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · VO

1.1%TGT0.7%

1.0%SPG0.6%

1.9%ALL0.6%

1.3%OKE0.5%

Held in common19.7%

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$679M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$679M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

ONEY vs VO

ONEY

SPDR Russell 1000 Yield Focus

$16,321

Vanguard Morningstar Mid-Cap

$13,590

MeasureONEYVO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.83%1.39%

5 years, per year+10.3%+6.3%

3 years, per year+19.0%+18.6%

Worst drop · 1Y−9.1%−8.2%

Volatility · 1Y12.9%12.9%

3–2measures won
ONEY first

19.7%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ONEY, VO

Today

19.7%most shared, ONEY and VO

ONEYVO

ONEY—19.7%

VO19.7%—

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

VO$139 − $3 = $136

KeptFee

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