USAF vs VO

AUSAF

BVO

Measures won3–1USAF wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income2.43%USAF · $243 on $10k

Smallest drop−4.4%USAF · worst fall in 1Y

Held in common1.1%USAF and VO

USAF

The 2023 ETF Series Trust - Atlas America Fund · $15MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,701+18.6%

[…]5 years · per year[…] · $13,590+6.3%

0.94%Expense ratio$94 · $3 on $10k · lower wins0.03%

2.43%12-mo yield$243 · $139 on $10k1.39%

−4.4%Worst dropSmaller wins−8.2%

5.8%VolatilityLower wins12.9%

3–1USAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSAF · VO

0.9%DLR0.6%

0.9%O0.5%

Held in common1.1%

End-of-day Nov 6, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk		0.94%	2.43%	−0.1%	+2.8%	+3.6%	new	new	−4.4%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk		0.94%	2.43%	−0.1%	+2.8%	+3.6%	new	new	−4.4%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USAF vs VO

USAF

The 2023 ETF Series Trust - Atlas America Fund

[…]

Vanguard Morningstar Mid-Cap

$13,590

MeasureUSAFVO

Fee0.94%0.03%

Cost on $10k a year$94$3

Yield2.43%1.39%

5 years, per year[…]+6.3%

3 years, per year[…]+18.6%

Worst drop · 1Y−4.4%−8.2%

Volatility · 1Y5.8%12.9%

3–1measures won
USAF first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USAF, VO

Today

1.1%most shared, USAF and VO

USAFVO

USAF—1.1%

VO1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, USAF

USAF$243 − $94 = $149

VO$139 − $3 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee