VOO vs MATR

AVOO

BMATR

Measures won2–3MATR wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.89%MATR · $289 on $10k

Smallest drop−7.7%MATR · worst fall in 1Y

Held in common0.0%VOO and MATR

VOO

MATR

Vanguard S&P 500 ETF · $1.00THarbor Multi-Asset Explorer ETF · $10M

+22.0%3 years · per year$18,159 · $14,914+14.3%

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

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

1.07%12-mo yield$107 · $289 on $10k2.89%

−8.9%Worst dropSmaller wins−7.7%

13.7%VolatilityLower wins11.9%

2–3MATR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · MATR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	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
3	BMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.89%	+2.2%	+2.4%	+4.8%	+14.3%	new	−7.7%	$10M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	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
3	BMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.89%	+2.2%	+2.4%	+4.8%	+14.3%	new	−7.7%	$10M

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 MATR

VOO

Vanguard S&P 500

$17,543

MATR

Harbor Multi-Asset Explorer

[…]

MeasureVOOMATR

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.07%2.89%

5 years, per year+11.9%[…]

3 years, per year+22.0%+14.3%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.7%11.9%

3–2measures won
MATR first

0.0%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VOO, MATR, IVV

Today

92.7%most shared, VOO and IVV

VOOMATRIVV

VOO—0.0%92.7%

MATR0.0%—0.0%

IVV92.7%0.0%—

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

Income After Fees on $10,000

$209most kept, MATR

MATR$289 − $80 = $209

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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