SASS vs VTV5YSASSSASSAvsBVTVVTVM.D. Sass Concentrated Value ETF · $79MVanguard Morningstar Value ETF · $184BReturns · dividends in[…]3 years · per year[…] · $17,877+21.4%[…]5 years · per year[…] · $17,830+12.3%Cost and income0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $181 on $10k1.81%Risk · 1 year
Overlap: SASS, VTV, VOOToday41.1%most shared, VTV and VOOSASSVTVVOOSASS—2.2%5.3%VTV2.2%—41.1%VOO5.3%41.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SASS vs VTV5YASASSM.D. Sass Concentrated Value[…]vsVTVBVanguard Morningstar Value$17,830MeasureSASSVTVFee0.75%0.03%Cost on $10k a year$75$3Yield0.00%1.81%5 years, per year[…]+12.3%3 years, per year[…]+21.4%Worst drop · 1Y[…]−6.4%Volatility · 1Y[…]10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3ASASSM.D. Sass Concentrated Value ETFReadDesk0.75%0.00%−0.3%newnewnewnew[…]$79MEnd-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▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3ASASSM.D. Sass Concentrated Value ETFReadDesk0.75%0.00%−0.3%newnewnewnew[…]$79MEnd-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
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV 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: SASS, VTV, VOOToday41.1%most shared, VTV and VOOSASSVTVVOOSASS—2.2%5.3%VTV2.2%—41.1%VOO5.3%41.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178VOO$107 − $3 = $104SASS$0 − $75 = −$75KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee