SPTM vs VOO

ASPTM

BVOO

Measures won1–2VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%SPTM · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common89.1%SPTM and VOO

SPTM

VOO

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.2BVanguard S&P 500 ETF · $1.00T

+21.4%3 years · per year$17,907 · $18,079+21.8%

+11.1%5 years · per year$16,906 · $17,177+11.4%

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

1.10%12-mo yield$110 · $110 on $10k1.10%

−8.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.5%

1–2VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · VOO

7.3%AAPL7.4%

6.4%NVDA8.4%

5.8%MSFT5.8%

3.7%AMZN3.7%

Held in common89.1%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$14.2B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$14.2B

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

SPTM vs VOO

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$16,906

VOO

Vanguard S&P 500

$17,177

MeasureSPTMVOO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.10%1.10%

5 years, per year+11.1%+11.4%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.5%13.5%

2–1measures won
VOO first

89.1%

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPTM, VOO, IVV

Today

92.4%most shared, SPTM and IVV

SPTMVOOIVV

SPTM—89.1%92.4%

VOO89.1%—92.2%

IVV92.4%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPTM$110 − $3 = $107

VOO$110 − $3 = $107

KeptFee

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