USMV vs VOO

AUSMV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · USMV $14,273

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common35.3%USMV and VOO

USMV

VOO

iShares MSCI USA Min Vol Factor ETF · $24.5BVanguard S&P 500 ETF · $1.00T

+14.2%3 years · per year$14,878 · $18,224+22.1%

+7.4%5 years · per year$14,273 · $17,156+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.39%12-mo yield$139 · $110 on $10k1.10%

−6.5%Worst dropSmaller wins−8.9%

9.1%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMV · VOO

1.7%MSFT5.8%

1.6%BRK-B1.4%

1.3%NVDA8.4%

1.4%XOM1.0%

Held in common35.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B

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

USMV vs VOO

USMV

iShares MSCI USA Min Vol Factor

$14,273

VOO

Vanguard S&P 500

$17,156

MeasureUSMVVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.39%1.10%

5 years, per year+7.4%+11.4%

3 years, per year+14.2%+22.1%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y9.1%13.5%

3–3measures won
level

35.3%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: USMV, VOO

Today

35.3%most shared, USMV and VOO

USMVVOO

USMV—35.3%

VOO35.3%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

VOO$110 − $3 = $107

KeptFee

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