VONV vs SPYM

AVONV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.53%VONV · $153 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common60.2%VONV and SPYM

VONV

SPYM

Vanguard Russell 1000 Value ETF · $21.7BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.0%3 years · per year$19,054 · $19,092+24.1%

+11.6%5 years · per year$17,280 · $17,749+12.2%

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

1.53%12-mo yield$153 · $103 on $10k1.03%

−6.8%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVONV · SPYM

6.1%AAPL7.7%

5.2%MSFT5.9%

6.1%AMZN3.6%

2.5%BRK-B1.5%

Held in common60.2%

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	VOO	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	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
3	AVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.53%	−0.3%	+24.4%	+28.5%	+24.0%	+11.6%	−6.8%	$21.7B

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	VOO	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	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
3	AVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.53%	−0.3%	+24.4%	+28.5%	+24.0%	+11.6%	−6.8%	$21.7B

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

VONV vs SPYM

VONV

Vanguard Russell 1000 Value

$17,280

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVONVSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield1.53%1.03%

5 years, per year+11.6%+12.2%

3 years, per year+24.0%+24.1%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.0%12.7%

3–3measures won
level

60.2%

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

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

Overlap: VONV, SPYM, VOO

Today

95.5%most shared, SPYM and VOO

VONVSPYMVOO

VONV—60.2%58.4%

SPYM60.2%—95.5%

VOO58.4%95.5%—

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

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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