SWP vs VOO5YSWPSWPAvsBVOOVOOManager Directed Portfolios - SWP Growth & Income ETF · $145MVanguard S&P 500 ETF · $1.00TReturns · dividends in[…]3 years · per year[…] · $18,126+21.9%[…]5 years · per year[…] · $17,533+11.9%Cost and income0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%9.50%12-mo yield$950 · $106 on $10k1.06%
Overlap: SWP, VOO, SCHDToday31.9%most shared, SWP and VOOSWPVOOSCHDSWP—31.9%2.8%VOO31.9%—7.6%SCHD2.8%7.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SWP vs VOO5YASWPManager Directed Portfolios - SWP Growth & Income[…]vsVOOBVanguard S&P 500$17,533MeasureSWPVOOFee0.99%0.03%Cost on $10k a year$99$3Yield9.50%1.06%5 years, per year[…]+11.9%3 years, per year[…]+21.9%Worst drop · 1Y−10.0%−8.9%Volatility · 1Y13.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3ASWPManager Directed Portfolios - SWP Growth & Income ETFReadDesk0.99%9.50%+0.9%+6.2%+6.9%newnew−10.0%$145MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3ASWPManager Directed Portfolios - SWP Growth & Income ETFReadDesk0.99%9.50%+0.9%+6.2%+6.9%newnew−10.0%$145MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
Overlap: SWP, VOO, SCHDToday31.9%most shared, SWP and VOOSWPVOOSCHDSWP—31.9%2.8%VOO31.9%—7.6%SCHD2.8%7.6%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$851most kept, SWPSWP$950 − $99 = $851SCHD$293 − $6 = $287VOO$106 − $3 = $103KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee