SPY vs VT

ASPY

BVT

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common55.1%SPY and VT

SPY

State Street SPDR S&P 500 ETF · $819BVanguard Total World Stock ETF · $81.8B

+21.7%3 years · per year$18,039 · $17,563+20.7%

+11.3%5 years · per year$17,118 · $15,649+9.4%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $159 on $10k1.59%

−8.9%Worst dropSmaller wins−9.7%

13.6%VolatilityLower wins14.7%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · VT

6.9%NVDA4.5%

7.9%AAPL4.1%

6.3%MSFT3.2%

4.0%AMZN2.0%

Held in common55.1%

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B

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

SPY vs VT

SPY

SPDR S&P 500

$17,118

Vanguard Total World Stock

$15,649

MeasureSPYVT

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.03%1.59%

5 years, per year+11.3%+9.4%

3 years, per year+21.7%+20.7%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.6%14.7%

4–2measures won
SPY first

55.1%

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: SPY, VT

Today

55.1%most shared, SPY and VT

SPYVT

SPY—55.1%

VT55.1%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

SPY$103 − $9 = $94

KeptFee

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