VOO vs XSW

AVOO

BXSW

Measures won6–0VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common5.0%VOO and XSW

VOO

XSW

Vanguard S&P 500 ETF · $1.00TState Street SPDR S&P Software & Services ETF · $507M

+22.1%3 years · per year$18,224 · $17,060+19.5%

+11.4%5 years · per year$17,156 · $11,355+2.6%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.10%12-mo yield$110 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−30.6%

13.5%VolatilityLower wins31.2%

6–0VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · XSW

5.8%MSFT0.8%

0.7%PLTR0.7%

0.5%PANW0.7%

0.4%CRWD0.8%

Held in common5.0%

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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$507M

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$507M

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 XSW

VOO

Vanguard S&P 500

$17,156

XSW

SPDR S&P Software & Services

$11,355

MeasureVOOXSW

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.10%0.00%

5 years, per year+11.4%+2.6%

3 years, per year+22.1%+19.5%

Worst drop · 1Y−8.9%−30.6%

Volatility · 1Y13.5%31.2%

6–0measures won
VOO first

5.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VOO, XSW, IVV

Today

93.5%most shared, VOO and IVV

VOOXSWIVV

VOO—5.0%93.5%

XSW5.0%—4.9%

IVV93.5%4.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

XSW$0 − $35 = −$35

KeptFee

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