UDI vs VOO
5Y+22.5%3 years · per year$18,362 · $19,172+24.2%
[…]5 years · per year[…] · $18,115+12.6%
0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%
2.55%12-mo yield$255 · $105 on $10k1.05%
−6.5%Worst dropSmaller wins−8.9%
10.0%VolatilityLower wins12.8%
3–2UDI wins
$10,000 · 5 yearsOne scale
Shared top holdingsUDI · VOO
3.6%JNJ1.0%
3.5%ABBV0.7%
2.4%CSCO0.6%
2.3%KO0.5%
Held in common6.2%
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