VO vs SPYM

AVO

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · VO $13,977

Lowest cost0.02%SPYM · $2 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common15.8%VO and SPYM

SPYM

Vanguard Morningstar Mid-Cap ETF · $103BState Street SPDR Portfolio S&P 500 ETF · $185B

+20.5%3 years · per year$17,496 · $19,092+24.1%

+6.9%5 years · per year$13,977 · $17,749+12.2%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.35%12-mo yield$135 · $103 on $10k1.03%

−8.2%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVO · SPYM

1.1%MPC0.2%

0.6%NEM0.2%

1.1%VLO0.2%

1.0%PSX0.2%

Held in common15.8%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

VO vs SPYM

Vanguard Morningstar Mid-Cap

$13,977

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVOSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.35%1.03%

5 years, per year+6.9%+12.2%

3 years, per year+20.5%+24.1%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y12.4%12.7%

3–3measures won
level

15.8%

holdings shared

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: VO, SPYM

Today

15.8%most shared, VO and SPYM

VOSPYM

VO—15.8%

SPYM15.8%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPYM$103 − $2 = $101

KeptFee

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