SIZE vs VOO

ASIZE

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VTI $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%SIZE · $139 on $10k

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

Held in common39.8%SIZE and VOO

SIZE

VOO

iShares MSCI USA Size Factor ETF · $425MVanguard S&P 500 ETF · $1.00T

+18.0%3 years · per year$16,431 · $18,079+21.8%

+7.1%5 years · per year$14,104 · $17,177+11.4%

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

1.39%12-mo yield$139 · $110 on $10k1.10%

−8.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · VOO

0.3%TMO0.4%

0.3%CRWD0.4%

0.2%AMGN0.3%

0.2%DELL0.2%

Held in common39.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 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

$14,104

VOO

Vanguard S&P 500

$17,177

MeasureSIZEVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.39%1.10%

5 years, per year+7.1%+11.4%

3 years, per year+18.0%+21.8%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.2%13.5%

3–3measures won
level

39.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SIZE, VOO, VTI

Today

89.0%most shared, VOO and VTI

SIZEVOOVTI

SIZE—39.8%39.5%

VOO39.8%—89.0%

VTI39.5%89.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VOO$110 − $3 = $107

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee