SIZE vs VOO

ASIZE

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SIZE $14,165

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common40.1%SIZE and VOO

SIZE

VOO

iShares MSCI USA Size Factor ETF · $441MVanguard S&P 500 ETF · $1.00T

+20.0%3 years · per year$17,299 · $19,172+24.2%

+8.2%5 years · per year$14,800 · $18,115+12.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $105 on $10k1.05%

−8.0%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · VOO

0.3%TMO0.4%

0.3%CRWD0.4%

0.2%AMGN0.3%

0.2%PANW0.5%

Held in common40.1%

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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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

SIZE vs VOO

SIZE

iShares MSCI USA Size Factor

$14,800

VOO

Vanguard S&P 500

$18,115

MeasureSIZEVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.34%1.05%

5 years, per year+8.2%+12.6%

3 years, per year+20.0%+24.2%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y12.7%12.8%

3–3measures won
level

40.1%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: SIZE, VOO

Today

40.1%most shared, SIZE and VOO

SIZEVOO

SIZE—40.1%

VOO40.1%—

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

VOO$105 − $3 = $102

KeptFee

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