SPVM vs VOO

ASPVM

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SPVM $17,427

Lowest cost0.03%VOO · $3 on $10k

Most income1.79%SPVM · $179 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common10.2%SPVM and VOO

SPVM

VOO

Invesco S&P 500 Value with Momentum ETF · $142MVanguard S&P 500 ETF · $1.00T

+22.1%3 years · per year$18,214 · $19,172+24.2%

+11.7%5 years · per year$17,427 · $18,115+12.6%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.79%12-mo yield$179 · $105 on $10k1.05%

−7.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · VOO

0.8%JPM1.3%

0.8%XOM1.0%

0.8%CVX0.6%

1.0%BAC0.5%

Held in common10.2%

End-of-day Nov 4, 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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$142M

End-of-day Nov 4, 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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$142M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPVM vs VOO

SPVM

Invesco S&P 500 Value with Momentum

$17,427

VOO

Vanguard S&P 500

$18,115

MeasureSPVMVOO

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.79%1.05%

5 years, per year+11.7%+12.6%

3 years, per year+22.1%+24.2%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y10.8%12.8%

3–3measures won
level

10.2%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: SPVM, VOO

Today

10.2%most shared, SPVM and VOO

SPVMVOO

SPVM—10.2%

VOO10.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, SPVM

SPVM$179 − $44 = $135

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee