VMBS vs VOO

AVMBS

BVOO

Measures won3–2VMBS wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VMBS · $3 on $10k

Most income4.33%VMBS · $433 on $10k

Smallest drop−5.1%VMBS · worst fall in 1Y

Held in common[…]VMBS and VOO

VMBS

VOO

Vanguard Mortgage-Backed Securities ETF · $15.5BVanguard S&P 500 ETF · $1.00T

+6.4%3 years · per year$12,033 · $19,094+24.1%

+0.4%5 years · per year$10,209 · $17,749+12.2%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

4.33%12-mo yield$433 · $107 on $10k1.07%

−5.1%Worst dropSmaller wins−8.9%

4.7%VolatilityLower wins12.7%

3–2VMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVMBS · VOO

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

Held in common[…]

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	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk	0.03%	4.33%	−0.2%	−0.2%	+0.7%	+6.4%	+0.4%	−5.1%	$15.5B

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	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk	0.03%	4.33%	−0.2%	−0.2%	+0.7%	+6.4%	+0.4%	−5.1%	$15.5B

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

VMBS vs VOO

VMBS

Vanguard Mortgage-Backed Securities

$10,209

VOO

Vanguard S&P 500

$17,749

MeasureVMBSVOO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield4.33%1.07%

5 years, per year+0.4%+12.2%

3 years, per year+6.4%+24.1%

Worst drop · 1Y−5.1%−8.9%

Volatility · 1Y4.7%12.7%

3–2measures won
VMBS first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VMBS, VOO, IVV

Today

94.5%most shared, VOO and IVV

VMBSVOOIVV

VMBS—[…][…]

VOO[…]—94.5%

IVV[…]94.5%—

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

Income After Fees on $10,000

$430most kept, VMBS

VMBS$433 − $3 = $430

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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