SPYM vs GDOC

ASPYM

BGDOC

Measures won5–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common6.5%SPYM and GDOC

SPYM

GDOC

State Street SPDR Portfolio S&P 500 ETF · $182BGoldman Sachs Future Health Care Equity ETF · $21M

+21.8%3 years · per year$18,082 · $13,784+11.3%

+11.4%5 years · per year$17,192 · […][…]

0.02%Expense ratio$2 · $75 on $10k · lower wins0.75%

1.05%12-mo yield$105 · $29 on $10k0.29%

−8.9%Worst dropSmaller wins−15.7%

13.6%VolatilityLower wins17.0%

5–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · GDOC

1.7%LLY14.0%

1.0%JNJ6.1%

0.8%ABBV3.0%

0.6%MRK5.0%

Held in common6.5%

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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%	$850.0B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$21M

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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%	$850.0B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$21M

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

SPYM vs GDOC

SPYM

SPDR Portfolio S&P 500

$17,192

GDOC

Goldman Sachs Future Health Care Equity

[…]

MeasureSPYMGDOC

Fee0.02%0.75%

Cost on $10k a year$2$75

Yield1.05%0.29%

5 years, per year+11.4%[…]

3 years, per year+21.8%+11.3%

Worst drop · 1Y−8.9%−15.7%

Volatility · 1Y13.6%17.0%

5–0measures won
SPYM first

6.5%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: SPYM, GDOC, IVV

Today

99.9%most shared, SPYM and IVV

SPYMGDOCIVV

SPYM—6.5%99.9%

GDOC6.5%—6.5%

IVV99.9%6.5%—

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

SPYM$105 − $2 = $103

GDOC$29 − $75 = −$46

KeptFee

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