VONE vs SPY

AVONE

BSPY

Measures won3–1VONE wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VONE $16,633

Lowest cost0.06%VONE · $6 on $10k

Most income1.05%VONE · $105 on $10k

Smallest drop−8.8%VONE · worst fall in 1Y

Held in common87.5%VONE and SPY

VONE

SPY

Vanguard Russell 1000 ETF · $8.9BState Street SPDR S&P 500 ETF · $819B

+21.7%3 years · per year$18,013 · $18,039+21.7%

+10.7%5 years · per year$16,633 · $17,118+11.3%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

1.05%12-mo yield$105 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

3–1VONE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONE · SPY

7.5%NVDA6.9%

6.8%AAPL7.9%

5.4%MSFT6.3%

3.4%AMZN4.0%

Held in common87.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVONE	Vanguard Russell 1000 ETFRead Desk		0.06%	1.05%	+0.4%	+8.6%	+9.7%	+21.7%	+10.7%	−8.8%	$8.9B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVONE	Vanguard Russell 1000 ETFRead Desk		0.06%	1.05%	+0.4%	+8.6%	+9.7%	+21.7%	+10.7%	−8.8%	$8.9B

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

VONE vs SPY

VONE

Vanguard Russell 1000

$16,633

SPY

SPDR S&P 500

$17,118

MeasureVONESPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield1.05%1.03%

5 years, per year+10.7%+11.3%

3 years, per year+21.7%+21.7%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y13.6%13.6%

3–1measures won
VONE first

87.5%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VONE, SPY

Today

87.5%most shared, VONE and SPY

VONESPY

VONE—87.5%

SPY87.5%—

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

Income After Fees on $10,000

$99most kept, VONE

VONE$105 − $6 = $99

SPY$103 − $9 = $94

KeptFee

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