PEPS vs VOO5YPEPSPEPSAvsBVOOVOOParametric Equity Plus ETF · $29MVanguard S&P 500 ETF · $1.00TReturns · dividends in[…]3 years · per year[…] · $17,932+21.5%[…]5 years · per year[…] · $17,269+11.5%Cost and income0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%0.98%12-mo yield$98 · $107 on $10k1.07%
Overlap: PEPS, VOO, VTIToday89.0%most shared, VOO and VTIPEPSVOOVTIPEPS—63.2%60.0%VOO63.2%—89.0%VTI60.0%89.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PEPS vs VOO5YAPEPSParametric Equity Plus[…]vsVOOBVanguard S&P 500$17,269MeasurePEPSVOOFee0.10%0.03%Cost on $10k a year$10$3Yield0.98%1.07%5 years, per year[…]+11.5%3 years, per year[…]+21.5%Worst drop · 1Y−9.8%−8.9%Volatility · 1Y15.0%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3APEPSParametric Equity Plus ETFReadDesk0.10%0.98%−0.4%+11.6%+11.4%newnew−9.8%$29MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3APEPSParametric Equity Plus ETFReadDesk0.10%0.98%−0.4%+11.6%+11.4%newnew−9.8%$29MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$95.8B2–0VTI winsEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
Overlap: PEPS, VOO, VTIToday89.0%most shared, VOO and VTIPEPSVOOVTIPEPS—63.2%60.0%VOO63.2%—89.0%VTI60.0%89.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$104most kept, VOOVOO$107 − $3 = $104VTI$106 − $3 = $103PEPS$98 − $10 = $88KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee