SCHM vs VOO

ASCHM

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHM $13,773

Lowest cost0.03%SCHM · $3 on $10k

Most income1.29%SCHM · $129 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.8%SCHM and VOO

SCHM

VOO

Schwab U.S. Mid-Cap ETF · $14.6BVanguard S&P 500 ETF · $1.00T

+18.8%3 years · per year$16,759 · $18,079+21.8%

+6.6%5 years · per year$13,773 · $17,177+11.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.29%12-mo yield$129 · $110 on $10k1.10%

−9.3%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHM · VOO

0.4%FFIV0.0%

0.4%INCY0.0%

0.5%VTRS0.0%

0.5%PKG0.0%

Held in common1.8%

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	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.29%	+0.5%	+15.4%	+18.6%	+18.8%	+6.6%	−9.3%	$14.6B

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	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.29%	+0.5%	+15.4%	+18.6%	+18.8%	+6.6%	−9.3%	$14.6B

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

SCHM vs VOO

SCHM

Schwab U.S. Mid-Cap

$13,773

VOO

Vanguard S&P 500

$17,177

MeasureSCHMVOO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.29%1.10%

5 years, per year+6.6%+11.4%

3 years, per year+18.8%+21.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.8%13.5%

4–1measures won
VOO first

1.8%

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: SCHM, VOO

Today

1.8%most shared, SCHM and VOO

SCHMVOO

SCHM—1.8%

VOO1.8%—

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

Income After Fees on $10,000

$126most kept, SCHM

SCHM$129 − $3 = $126

VOO$110 − $3 = $107

KeptFee

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