VGMS vs VOO

AVGMS

BVOO

Measures won3–1VGMS wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income5.55%VGMS · $555 on $10k

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%VGMS and VOO

VGMS

VOO

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

5.55%12-mo yield$555 · $105 on $10k1.05%

−2.7%Worst dropSmaller wins−8.9%

3.4%VolatilityLower wins12.8%

3–1VGMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVGMS · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk	0.30%	5.55%	+0.5%	+1.1%	+2.4%	new	new	−2.7%	$298M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk	0.30%	5.55%	+0.5%	+1.1%	+2.4%	new	new	−2.7%	$298M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VGMS vs VOO

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

VOO

Vanguard S&P 500

$18,115

MeasureVGMSVOO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield5.55%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y3.4%12.8%

3–1measures won
VGMS first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VGMS, VOO, IVV

Today

94.5%most shared, VOO and IVV

VGMSVOOIVV

VGMS—0.0%0.0%

VOO0.0%—94.5%

IVV0.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee