USXF vs VOO

AUSXF

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common40.4%USXF and VOO

USXF

VOO

iShares ESG Advanced MSCI USA ETF · $1.3BVanguard S&P 500 ETF · $1.00T

+23.0%3 years · per year$18,621 · $18,079+21.8%

+11.2%5 years · per year$16,984 · $17,177+11.4%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

0.93%12-mo yield$93 · $110 on $10k1.10%

−12.9%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSXF · VOO

11.6%NVDA8.4%

5.8%AVGO2.5%

3.3%MU1.8%

2.9%AMD1.5%

Held in common40.4%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk	0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B

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

USXF vs VOO

USXF

iShares ESG Advanced MSCI USA

$16,984

VOO

Vanguard S&P 500

$17,177

MeasureUSXFVOO

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.93%1.10%

5 years, per year+11.2%+11.4%

3 years, per year+23.0%+21.8%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y20.6%13.5%

5–1measures won
VOO first

40.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USXF, VOO, IVV

Today

92.2%most shared, VOO and IVV

USXFVOOIVV

USXF—40.4%37.5%

VOO40.4%—92.2%

IVV37.5%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

USXF$93 − $10 = $83

KeptFee

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