SHDG vs VOO

ASHDG

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−6.6%SHDG · worst fall in 1Y

Held in common0.0%SHDG and VOO

SHDG

VOO

Soundwatch Hedged Equity ETF · $157MVanguard S&P 500 ETF · $1.00T

+13.6%3 years · per year$14,653 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

1.01%Expense ratio$101 · $3 on $10k · lower wins0.03%

0.49%12-mo yield$49 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

9.0%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHDG · VOO

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

Held in common0.0%

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	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.49%	−3.1%	+0.8%	+2.3%	+13.6%	new	−6.6%	$157M

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	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.49%	−3.1%	+0.8%	+2.3%	+13.6%	new	−6.6%	$157M

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

SHDG vs VOO

SHDG

Soundwatch Hedged Equity

[…]

VOO

Vanguard S&P 500

$17,156

MeasureSHDGVOO

Fee1.01%0.03%

Cost on $10k a year$101$3

Yield0.49%1.10%

5 years, per year[…]+11.4%

3 years, per year+13.6%+22.1%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.0%13.5%

3–2measures won
VOO first

0.0%

holdings shared

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SHDG, VOO

Today

0.0%most shared, SHDG and VOO

SHDGVOO

SHDG—0.0%

VOO0.0%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SHDG$49 − $101 = −$52

KeptFee

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