SHRY vs VOO

ASHRY

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SHRY $16,137

Lowest cost0.03%VOO · $3 on $10k

Most income1.50%SHRY · $150 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common13.5%SHRY and VOO

SHRY

VOO

First Trust Bloomberg Shareholder Yield ETF · $17MVanguard S&P 500 ETF · $1.00T

+20.7%3 years · per year$17,576 · $19,172+24.2%

+10.0%5 years · per year$16,137 · $18,115+12.6%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $105 on $10k1.05%

−7.6%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHRY · VOO

2.0%XOM1.0%

0.9%JNJ1.0%

1.5%V0.9%

0.8%AAPL7.4%

Held in common13.5%

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.50%	+2.6%	+19.3%	+22.5%	+20.7%	+10.0%	−7.6%	$17M

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.50%	+2.6%	+19.3%	+22.5%	+20.7%	+10.0%	−7.6%	$17M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHRY vs VOO

SHRY

First Trust Bloomberg Shareholder Yield

$16,137

VOO

Vanguard S&P 500

$18,115

MeasureSHRYVOO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.50%1.05%

5 years, per year+10.0%+12.6%

3 years, per year+20.7%+24.2%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y13.1%12.8%

4–2measures won
VOO first

13.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SHRY, VOO

Today

13.5%most shared, SHRY and VOO

SHRYVOO

SHRY—13.5%

VOO13.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SHRY$150 − $60 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee