STPZ vs VOO

ASTPZ

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income5.17%STPZ · $517 on $10k

Smallest drop−1.8%STPZ · worst fall in 1Y

Held in common[…]STPZ and VOO

STPZ

VOO

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · $571MVanguard S&P 500 ETF · $1.00T

+4.8%3 years · per year$11,510 · $18,079+21.8%

+2.4%5 years · per year$11,276 · $17,177+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

5.17%12-mo yield$517 · $110 on $10k1.10%

−1.8%Worst dropSmaller wins−8.9%

2.0%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTPZ · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ASTPZ	PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	5.17%	+0.2%	+1.4%	+1.5%	+4.8%	+2.4%	−1.8%	$571M

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	ASTPZ	PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	5.17%	+0.2%	+1.4%	+1.5%	+4.8%	+2.4%	−1.8%	$571M

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

STPZ vs VOO

STPZ

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund

$11,276

VOO

Vanguard S&P 500

$17,177

MeasureSTPZVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield5.17%1.10%

5 years, per year+2.4%+11.4%

3 years, per year+4.8%+21.8%

Worst drop · 1Y−1.8%−8.9%

Volatility · 1Y2.0%13.5%

3–3measures won
level

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: STPZ, VOO, IVV

Today

92.2%most shared, VOO and IVV

STPZVOOIVV

STPZ—[…][…]

VOO[…]—92.2%

IVV[…]92.2%—

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

Income After Fees on $10,000

$497most kept, STPZ

STPZ$517 − $20 = $497

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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