SPTM vs VO

ASPTM

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$17,251SPTM · VO $13,867

Lowest cost0.03%SPTM · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common14.9%SPTM and VO

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7BVanguard Morningstar Mid-Cap ETF · $103B

+21.6%3 years · per year$17,985 · $16,763+18.8%

+11.5%5 years · per year$17,251 · $13,867+6.8%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.07%12-mo yield$107 · $135 on $10k1.35%

−8.7%Worst dropSmaller wins−8.2%

13.6%VolatilityLower wins13.1%

2–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · VO

0.2%NEM0.6%

0.2%MPC1.1%

0.1%VLO1.1%

0.1%PSX1.0%

Held in common14.9%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	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

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	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

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

SPTM vs VO

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,251

Vanguard Morningstar Mid-Cap

$13,867

MeasureSPTMVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.07%1.35%

5 years, per year+11.5%+6.8%

3 years, per year+21.6%+18.8%

Worst drop · 1Y−8.7%−8.2%

Volatility · 1Y13.6%13.1%

3–2measures won
VO first

14.9%

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%

$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

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: SPTM, VO

Today

14.9%most shared, SPTM and VO

SPTMVO

SPTM—14.9%

VO14.9%—

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

SPTM$107 − $3 = $104

KeptFee

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