SHAG vs VOO

ASHAG

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SHAG $10,965

Lowest cost0.03%VOO · $3 on $10k

Most income4.30%SHAG · $430 on $10k

Smallest drop−1.8%SHAG · worst fall in 1Y

Held in common[…]SHAG and VOO

SHAG

VOO

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · $75MVanguard S&P 500 ETF · $1.00T

+5.0%3 years · per year$11,586 · $18,224+22.1%

+1.9%5 years · per year$10,965 · $17,156+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

4.30%12-mo yield$430 · $110 on $10k1.10%

−1.8%Worst dropSmaller wins−8.9%

2.0%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHAG · VOO

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

Held in common[…]

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.30%	+0.3%	+1.2%	+2.0%	+5.0%	+1.9%	−1.8%	$75M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.30%	+0.3%	+1.2%	+2.0%	+5.0%	+1.9%	−1.8%	$75M

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

Cards for this view

SHAG vs VOO

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

$10,965

VOO

Vanguard S&P 500

$17,156

MeasureSHAGVOO

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield4.30%1.10%

5 years, per year+1.9%+11.4%

3 years, per year+5.0%+22.1%

Worst drop · 1Y−1.8%−8.9%

Volatility · 1Y2.0%13.5%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SHAG, VOO

Today

[…]holdings […]

SHAGVOO

SHAG—[…]

VOO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$418most kept, SHAG

SHAG$430 − $12 = $418

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee