VONG vs SPYM

AVONG

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VONG $15,524

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common53.9%VONG and SPYM

VONG

SPYM

Vanguard Russell 1000 Growth ETF · $47.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+19.5%3 years · per year$17,079 · $18,082+21.8%

+9.2%5 years · per year$15,524 · $17,192+11.4%

0.06%Expense ratio$6 · $2 on $10k · lower wins0.02%

0.51%12-mo yield$51 · $105 on $10k1.05%

−14.6%Worst dropSmaller wins−8.9%

19.3%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONG · SPYM

7.7%AAPL7.9%

15.6%NVDA6.9%

5.6%MSFT6.3%

5.9%GOOGL2.6%

Held in common53.9%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AVONG	Vanguard Russell 1000 Growth ETFRead Desk		0.06%	0.51%	+1.3%	−5.2%	−6.4%	+19.5%	+9.2%	−14.6%	$47.1B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AVONG	Vanguard Russell 1000 Growth ETFRead Desk		0.06%	0.51%	+1.3%	−5.2%	−6.4%	+19.5%	+9.2%	−14.6%	$47.1B

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

VONG vs SPYM

VONG

Vanguard Russell 1000 Growth

$15,524

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureVONGSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield0.51%1.05%

5 years, per year+9.2%+11.4%

3 years, per year+19.5%+21.8%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y19.3%13.6%

6–0measures won
SPYM first

53.9%

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: VONG, SPYM

Today

53.9%most shared, VONG and SPYM

VONGSPYM

VONG—53.9%

SPYM53.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

VONG$51 − $6 = $45

KeptFee

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