VIOO vs SPY

AVIOO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VIOO $13,172

Lowest cost0.07%VIOO · $7 on $10k

Most income1.18%VIOO · $118 on $10k

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

Held in common0.0%VIOO and SPY

VIOO

SPY

Vanguard S&P Small-Cap 600 ETF · $4.0BState Street SPDR S&P 500 ETF · $805B

+17.5%3 years · per year$16,228 · $18,174+22.0%

+5.7%5 years · per year$13,172 · $17,099+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

1.18%12-mo yield$118 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIOO · SPY

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

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AVIOO	Vanguard S&P Small-Cap 600 ETFRead Desk		0.07%	1.18%	−3.8%	+15.3%	+19.6%	+17.5%	+5.7%	−9.8%	$4.0B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AVIOO	Vanguard S&P Small-Cap 600 ETFRead Desk		0.07%	1.18%	−3.8%	+15.3%	+19.6%	+17.5%	+5.7%	−9.8%	$4.0B

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

VIOO vs SPY

VIOO

Vanguard S&P Small-Cap 600

$13,172

SPY

SPDR S&P 500

$17,099

MeasureVIOOSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield1.18%1.03%

5 years, per year+5.7%+11.3%

3 years, per year+17.5%+22.0%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y16.3%13.6%

4–2measures won
SPY first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIOO, SPY

Today

0.0%most shared, VIOO and SPY

VIOOSPY

VIOO—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$111most kept, VIOO

VIOO$118 − $7 = $111

SPY$103 − $9 = $94

KeptFee

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