RSMC vs VO

ARSMC

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,867VO

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%RSMC and VO

RSMC

Rockefeller U.S. Small-Mid Cap ETF · $717MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,763+18.8%

[…]5 years · per year[…] · $13,867+6.8%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $135 on $10k1.35%

−10.5%Worst dropSmaller wins−8.2%

17.2%VolatilityLower wins13.1%

0–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSMC · VO

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

Held in common0.0%

End-of-day Nov 9, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	ARSMC	Rockefeller U.S. Small-Mid Cap ETFRead Desk		0.75%	0.00%	+3.4%	+10.9%	+10.3%	new	new	−10.5%	$717M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	ARSMC	Rockefeller U.S. Small-Mid Cap ETFRead Desk		0.75%	0.00%	+3.4%	+10.9%	+10.3%	new	new	−10.5%	$717M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RSMC vs VO

RSMC

Rockefeller U.S. Small-Mid Cap

[…]

Vanguard Morningstar Mid-Cap

$13,867

MeasureRSMCVO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.00%1.35%

5 years, per year[…]+6.8%

3 years, per year[…]+18.8%

Worst drop · 1Y−10.5%−8.2%

Volatility · 1Y17.2%13.1%

4–0measures won
VO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RSMC, VO

Today

0.0%most shared, RSMC and VO

RSMCVO

RSMC—0.0%

VO0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

RSMC$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee