SHUS vs VO

ASHUS

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,867VO · SHUS $13,738

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−6.9%SHUS · worst fall in 1Y

Held in common0.0%SHUS and VO

SHUS

Stratified LargeCap Hedged ETF · $23MVanguard Morningstar Mid-Cap ETF · $103B

+13.7%3 years · per year$14,704 · $16,763+18.8%

+6.6%5 years · per year$13,738 · $13,867+6.8%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $135 on $10k1.35%

−6.9%Worst dropSmaller wins−8.2%

10.7%VolatilityLower wins13.1%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHUS · VO

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

Held in common0.0%

End-of-day Nov 9, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	ASHUS	Stratified LargeCap Hedged ETFRead Desk		0.95%	1.19%	+2.0%	+15.1%	+18.4%	+13.7%	+6.6%	−6.9%	$23M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	ASHUS	Stratified LargeCap Hedged ETFRead Desk		0.95%	1.19%	+2.0%	+15.1%	+18.4%	+13.7%	+6.6%	−6.9%	$23M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHUS vs VO

SHUS

Stratified LargeCap Hedged

$13,738

Vanguard Morningstar Mid-Cap

$13,867

MeasureSHUSVO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.19%1.35%

5 years, per year+6.6%+6.8%

3 years, per year+13.7%+18.8%

Worst drop · 1Y−6.9%−8.2%

Volatility · 1Y10.7%13.1%

4–2measures won
VO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SHUS, VO

Today

0.0%most shared, SHUS and VO

SHUSVO

SHUS—0.0%

VO0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SHUS$119 − $95 = $24

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee