VLU vs VOO

AVLU

BVOO

Measures won5–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,745VLU · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.63%VLU · $163 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common57.7%VLU and VOO

VLU

VOO

State Street SPDR S&P 1500 Value Tilt ETF · $801MVanguard S&P 500 ETF · $1.00T

+22.5%3 years · per year$18,366 · $18,224+22.1%

+12.2%5 years · per year$17,745 · $17,156+11.4%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.63%12-mo yield$163 · $110 on $10k1.10%

−6.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.5%

5–1VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · VOO

3.3%MSFT5.8%

2.8%AMZN3.7%

2.1%AAPL7.4%

2.8%BRK-B1.4%

Held in common57.7%

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	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

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	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

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

VLU vs VOO

VLU

SPDR S&P 1500 Value Tilt

$17,745

VOO

Vanguard S&P 500

$17,156

MeasureVLUVOO

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.63%1.10%

5 years, per year+12.2%+11.4%

3 years, per year+22.5%+22.1%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.8%13.5%

5–1measures won
VLU first

57.7%

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VLU, VOO

Today

57.7%most shared, VLU and VOO

VLUVOO

VLU—57.7%

VOO57.7%—

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

Income After Fees on $10,000

$151most kept, VLU

VLU$163 − $12 = $151

VOO$110 − $3 = $107

KeptFee

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