RJVI vs VOO

ARJVI

BVOO

Measures won3–1RJVI wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income4.23%RJVI · $423 on $10k

Smallest drop−4.2%RJVI · worst fall in 1Y

Held in common4.8%RJVI and VOO

RJVI

VOO

RJ Eagle Vertical Income ETF · $22MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

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

0.51%Expense ratio$51 · $3 on $10k · lower wins0.03%

4.23%12-mo yield$423 · $110 on $10k1.10%

−4.2%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins13.5%

3–1RJVI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRJVI · VOO

1.3%ABBV0.7%

0.8%CSCO0.6%

0.8%CVX0.6%

1.5%KO0.5%

Held in common4.8%

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	ARJVI	RJ Eagle Vertical Income ETFRead Desk		0.51%	4.23%	−0.4%	+1.5%	+2.8%	new	new	−4.2%	$22M

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	ARJVI	RJ Eagle Vertical Income ETFRead Desk		0.51%	4.23%	−0.4%	+1.5%	+2.8%	new	new	−4.2%	$22M

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

RJVI vs VOO

RJVI

RJ Eagle Vertical Income

[…]

VOO

Vanguard S&P 500

$17,177

MeasureRJVIVOO

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield4.23%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−4.2%−8.9%

Volatility · 1Y4.2%13.5%

3–1measures won
RJVI first

4.8%

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%

$182BAssets$819B

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$850B

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: RJVI, VOO

Today

4.8%most shared, RJVI and VOO

RJVIVOO

RJVI—4.8%

VOO4.8%—

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

Income After Fees on $10,000

$372most kept, RJVI

RJVI$423 − $51 = $372

VOO$110 − $3 = $107

KeptFee

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