VONG vs SPYM

AVONG

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common55.6%VONG and SPYM

VONG

SPYM

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

+22.5%3 years · per year$18,376 · $19,186+24.3%

+10.7%5 years · per year$16,659 · $18,126+12.6%

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

0.48%12-mo yield$48 · $101 on $10k1.01%

−15.5%Worst dropSmaller wins−8.9%

18.2%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVONG · SPYM

15.6%NVDA7.7%

7.7%AAPL7.4%

5.6%MSFT5.9%

5.9%GOOGL2.5%

Held in common55.6%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AVONG	Vanguard Russell 1000 Growth ETFRead Desk	0.06%	0.48%	+0.4%	+0.1%	−2.8%	+22.5%	+10.7%	−15.5%	$47.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AVONG	Vanguard Russell 1000 Growth ETFRead Desk	0.06%	0.48%	+0.4%	+0.1%	−2.8%	+22.5%	+10.7%	−15.5%	$47.1B

End-of-day Nov 4, 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

$16,659

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureVONGSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield0.48%1.01%

5 years, per year+10.7%+12.6%

3 years, per year+22.5%+24.3%

Worst drop · 1Y−15.5%−8.9%

Volatility · 1Y18.2%12.8%

6–0measures won
SPYM first

55.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VONG, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

VONGSPYMSPY

VONG—55.6%55.6%

SPYM55.6%—99.8%

SPY55.6%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

VONG$48 − $6 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee