ONEY vs VOO

AONEY

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income2.79%ONEY · $279 on $10k

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

Held in common5.3%ONEY and VOO

ONEY

VOO

State Street SPDR Russell 1000 Yield Focus ETF · $687MVanguard S&P 500 ETF · $1.00T

+19.7%3 years · per year$17,132 · $18,224+22.1%

+10.5%5 years · per year$16,469 · $17,156+11.4%

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

2.79%12-mo yield$279 · $110 on $10k1.10%

−9.1%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · VOO

3.8%PGR0.2%

1.1%MO0.2%

2.2%ACN0.2%

2.1%CMCSA0.1%

Held in common5.3%

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	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
2	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
3	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$687M

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	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
2	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
3	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$687M

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

ONEY vs VOO

ONEY

SPDR Russell 1000 Yield Focus

$16,469

VOO

Vanguard S&P 500

$17,156

MeasureONEYVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.79%1.10%

5 years, per year+10.5%+11.4%

3 years, per year+19.7%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.8%13.5%

4–2measures won
VOO first

5.3%

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: ONEY, VOO, IVV

Today

93.5%most shared, VOO and IVV

ONEYVOOIVV

ONEY—5.3%6.0%

VOO5.3%—93.5%

IVV6.0%93.5%—

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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