SPD vs VOO

ASPD

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.23%SPD · $123 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%SPD and VOO

SPD

VOO

Simplify US Equity PLUS Downside Convexity ETF · $76MVanguard S&P 500 ETF · $1.00T

+17.0%3 years · per year$16,027 · $18,159+22.0%

+6.2%5 years · per year$13,482 · $17,543+11.9%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

1.23%12-mo yield$123 · $107 on $10k1.07%

−10.4%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.7%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPD · VOO

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk	0.53%	1.23%	+2.1%	+4.4%	+4.5%	+17.0%	+6.2%	−10.4%	$76M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk	0.53%	1.23%	+2.1%	+4.4%	+4.5%	+17.0%	+6.2%	−10.4%	$76M

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

SPD vs VOO

SPD

Simplify US Equity PLUS Downside Convexity

$13,482

VOO

Vanguard S&P 500

$17,543

MeasureSPDVOO

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.23%1.07%

5 years, per year+6.2%+11.9%

3 years, per year+17.0%+22.0%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y14.3%13.7%

5–1measures won
VOO first

0.0%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: SPD, VOO, IVV

Today

92.7%most shared, VOO and IVV

SPDVOOIVV

SPD—0.0%0.0%

VOO0.0%—92.7%

IVV0.0%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPD$123 − $53 = $70

KeptFee

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