UPW vs VOO
5Y+26.5%3 years · per year$20,262 · $19,172+24.2%
+11.1%5 years · per year$16,904 · $18,115+12.6%
1.55%Expense ratio$155 · $3 on $10k · lower wins0.03%
1.76%12-mo yield$176 · $105 on $10k1.05%
−32.9%Worst dropSmaller wins−8.9%
31.9%VolatilityLower wins12.8%
2–4VOO wins
$10,000 · 5 yearsOne scale
Shared top holdingsUPW · VOO
8.0%NEE0.2%
4.9%SO0.1%
4.5%DUK0.1%
3.9%CEG0.1%
Held in common1.9%
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