VFH vs SPYM

AVFH

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.69%VFH · $169 on $10k

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

Held in common12.0%VFH and SPYM

VFH

SPYM

Vanguard Financials ETF · $12.7BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.5%3 years · per year$19,298 · $19,092+24.1%

+8.9%5 years · per year$15,281 · $17,749+12.2%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

1.69%12-mo yield$169 · $103 on $10k1.03%

−14.7%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVFH · SPYM

8.3%BRK-B1.5%

10.4%JPM1.4%

7.1%V1.1%

5.3%MA0.8%

Held in common12.0%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	AVFH	Vanguard Financials ETFRead Desk	0.09%	1.69%	−0.7%	+5.4%	+10.9%	+24.5%	+8.9%	−14.7%	$12.7B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	AVFH	Vanguard Financials ETFRead Desk	0.09%	1.69%	−0.7%	+5.4%	+10.9%	+24.5%	+8.9%	−14.7%	$12.7B

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

Cards for this view

VFH vs SPYM

VFH

Vanguard Financials

$15,281

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVFHSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield1.69%1.03%

5 years, per year+8.9%+12.2%

3 years, per year+24.5%+24.1%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y14.8%12.7%

4–2measures won
SPYM first

12.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: VFH, SPYM, VOO

Today

95.5%most shared, SPYM and VOO

VFHSPYMVOO

VFH—12.0%11.3%

SPYM12.0%—95.5%

VOO11.3%95.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee