SWP vs VYM

ASWP

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income9.83%SWP · $983 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common18.6%SWP and VYM

SWP

VYM

Manager Directed Portfolios - SWP Growth & Income ETF · $146MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

0.99%Expense ratio$99 · $4 on $10k · lower wins0.04%

9.83%12-mo yield$983 · $230 on $10k2.30%

−10.0%Worst dropSmaller wins−6.7%

12.9%VolatilityLower wins10.6%

1–3VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · VYM

3.4%AVGO6.9%

2.9%JPM3.8%

2.7%ABBV2.0%

3.3%PM1.3%

Held in common18.6%

End-of-day Nov 5, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.83%	−4.1%	+2.7%	+4.8%	new	new	−10.0%	$146M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.83%	−4.1%	+2.7%	+4.8%	new	new	−10.0%	$146M

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

Cards for this view

SWP vs VYM

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureSWPVYM

Fee0.99%0.04%

Cost on $10k a year$99$4

Yield9.83%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−10.0%−6.7%

Volatility · 1Y12.9%10.6%

3–1measures won
VYM first

18.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SWP, VYM

Today

18.6%most shared, SWP and VYM

SWPVYM

SWP—18.6%

VYM18.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$884most kept, SWP

SWP$983 − $99 = $884

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee