VMAX vs VOO

AVMAX

BVOO

Measures won3–1VMAX wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income2.06%VMAX · $206 on $10k

Smallest drop−4.9%VMAX · worst fall in 1Y

Held in common25.5%VMAX and VOO

VMAX

VOO

Hartford US Value ETF · $3MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

2.06%12-mo yield$206 · $110 on $10k1.10%

−4.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.5%

3–1VMAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMAX · VOO

1.5%META2.4%

2.0%BRK-B1.4%

1.3%AAPL7.4%

1.3%GOOGL3.1%

Held in common25.5%

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

Both

5Y2 funds

#			Trend
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	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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

Both

5Y2 funds

#			Trend
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	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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

VMAX vs VOO

VMAX

Hartford US Value

[…]

VOO

Vanguard S&P 500

$17,177

MeasureVMAXVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield2.06%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y11.9%13.5%

3–1measures won
VMAX first

25.5%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: VMAX, VOO

Today

25.5%most shared, VMAX and VOO

VMAXVOO

VMAX—25.5%

VOO25.5%—

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

Income After Fees on $10,000

$177most kept, VMAX

VMAX$206 − $29 = $177

VOO$110 − $3 = $107

KeptFee

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