PMIO vs VOO

APMIO

BVOO

Measures won3–1PMIO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income3.85%PMIO · $385 on $10k

Smallest drop−4.9%PMIO · worst fall in 1Y

Held in common0.0%PMIO and VOO

PMIO

VOO

PGIM Municipal Income Opportunities ETF · $65MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

3.85%12-mo yield$385 · $105 on $10k1.05%

−4.9%Worst dropSmaller wins−8.9%

2.9%VolatilityLower wins12.8%

3–1PMIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPMIO · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	APMIO	PGIM Municipal Income Opportunities ETFRead Desk	0.25%	3.85%	+0.3%	+1.6%	+2.1%	new	new	−4.9%	$65M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	APMIO	PGIM Municipal Income Opportunities ETFRead Desk	0.25%	3.85%	+0.3%	+1.6%	+2.1%	new	new	−4.9%	$65M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PMIO vs VOO

PMIO

PGIM Municipal Income Opportunities

[…]

VOO

Vanguard S&P 500

$18,115

MeasurePMIOVOO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield3.85%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y2.9%12.8%

3–1measures won
PMIO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PMIO, VOO, IVV

Today

94.5%most shared, VOO and IVV

PMIOVOOIVV

PMIO—0.0%0.0%

VOO0.0%—94.5%

IVV0.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$360most kept, PMIO

PMIO$385 − $25 = $360

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee