VOO vs IDEF

AVOO

BIDEF

Measures won4–0VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common7.7%VOO and IDEF

VOO

IDEF

Vanguard S&P 500 ETF · $1.00TiShares Defense Industrials Act · $3.5B

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,543 · […][…]

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.07%12-mo yield$107 · $36 on $10k0.36%

−8.9%Worst dropSmaller wins−23.7%

13.7%VolatilityLower wins24.5%

4–0VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · IDEF

5.8%MSFT1.4%

3.7%AMZN1.0%

0.7%PLTR2.6%

0.5%GE0.6%

Held in common7.7%

End-of-day Nov 9, 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs IDEF

VOO

Vanguard S&P 500

$17,543

IDEF

iShares Defense Industrials Act

[…]

MeasureVOOIDEF

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.07%0.36%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−23.7%

Volatility · 1Y13.7%24.5%

4–0measures won
VOO first

7.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VOO, IDEF, SPY

Today

92.7%most shared, VOO and SPY

VOOIDEFSPY

VOO—7.7%92.7%

IDEF7.7%—7.5%

SPY92.7%7.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee