PHEQ vs VOO

APHEQ

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−4.3%PHEQ · worst fall in 1Y

Held in common63.0%PHEQ and VOO

PHEQ

VOO

Parametric Hedged Equity ETF · $149MVanguard S&P 500 ETF · $1.00T

+14.1%3 years · per year$14,863 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

0.83%12-mo yield$84 · $110 on $10k1.10%

−4.3%Worst dropSmaller wins−8.9%

6.7%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPHEQ · VOO

7.9%AAPL7.4%

6.8%NVDA8.4%

6.4%MSFT5.8%

4.2%AMZN3.7%

Held in common63.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.83%	0.0%	+7.0%	+8.2%	+14.1%	new	−4.3%	$149M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.83%	0.0%	+7.0%	+8.2%	+14.1%	new	−4.3%	$149M

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

PHEQ vs VOO

PHEQ

Parametric Hedged Equity

[…]

VOO

Vanguard S&P 500

$17,177

MeasurePHEQVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield0.83%1.10%

5 years, per year[…]+11.4%

3 years, per year+14.1%+21.8%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y6.7%13.5%

3–2measures won
VOO first

63.0%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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: PHEQ, VOO

Today

63.0%most shared, PHEQ and VOO

PHEQVOO

PHEQ—63.0%

VOO63.0%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

PHEQ$84 − $29 = $55

KeptFee

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