SWP vs VOO

ASWP

BVOO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income9.43%SWP · $943 on $10k

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

Held in common32.2%SWP and VOO

SWP

VOO

Manager Directed Portfolios - SWP Growth & Income ETF · $145MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

9.43%12-mo yield$943 · $105 on $10k1.05%

−10.0%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins12.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · VOO

5.7%MSFT5.8%

4.7%AAPL7.4%

4.1%NVDA8.4%

2.8%GOOGL3.1%

Held in common32.2%

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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.43%	+1.6%	+7.0%	+8.6%	new	new	−10.0%	$145M

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	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.43%	+1.6%	+7.0%	+8.6%	new	new	−10.0%	$145M

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

SWP vs VOO

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

VOO

Vanguard S&P 500

$18,115

MeasureSWPVOO

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield9.43%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y12.3%12.8%

2–2measures won
level

32.2%

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%

$185BAssets$798B

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$872B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SWP, VOO

Today

32.2%most shared, SWP and VOO

SWPVOO

SWP—32.2%

VOO32.2%—

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

Income After Fees on $10,000

$844most kept, SWP

SWP$943 − $99 = $844

VOO$105 − $3 = $102

KeptFee

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