VOO vs SHLD

AVOO

BSHLD

Measures won4–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common1.5%VOO and SHLD

VOO

SHLD

Vanguard S&P 500 ETF · $1.00TGlobal X - Defense Tech ETF · $6.3B

+22.1%3 years · per year$18,224 · $23,074+32.1%

+11.4%5 years · per year$17,156 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.10%12-mo yield$110 · $73 on $10k0.73%

−8.9%Worst dropSmaller wins−25.4%

13.5%VolatilityLower wins25.8%

4–1VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · SHLD

0.7%PLTR10.6%

0.4%RTX9.5%

0.2%LMT9.5%

0.1%GD9.0%

Held in common1.5%

End-of-day Nov 5, 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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.3B

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

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.3B

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

Cards for this view

VOO vs SHLD

VOO

Vanguard S&P 500

$17,156

SHLD

Global X - Defense Tech

[…]

MeasureVOOSHLD

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.10%0.73%

5 years, per year+11.4%[…]

3 years, per year+22.1%+32.1%

Worst drop · 1Y−8.9%−25.4%

Volatility · 1Y13.5%25.8%

4–1measures won
VOO first

1.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VOO, SHLD

Today

1.5%most shared, VOO and SHLD

VOOSHLD

VOO—1.5%

SHLD1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SHLD$73 − $50 = $23

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee