VOT vs SPY

AVOT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VOT $11,186

Lowest cost0.05%VOT · $5 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common6.1%VOT and SPY

VOT

SPY

Vanguard Morningstar Mid-Cap Growth ETF · $19.2BState Street SPDR S&P 500 ETF · $819B

+15.6%3 years · per year$15,431 · $18,039+21.7%

+2.3%5 years · per year$11,186 · $17,118+11.3%

0.05%Expense ratio$5 · $9 on $10k · lower wins0.09%

0.64%12-mo yield$64 · $103 on $10k1.03%

−13.4%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOT · SPY

1.7%MSI0.1%

1.7%HLT0.1%

1.6%RCL0.1%

2.1%HWM0.1%

Held in common6.1%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	+0.6%	−0.1%	−2.7%	+15.6%	+2.3%	−13.4%	$19.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	+0.6%	−0.1%	−2.7%	+15.6%	+2.3%	−13.4%	$19.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOT vs SPY

VOT

Vanguard Morningstar Mid-Cap Growth

$11,186

SPY

SPDR S&P 500

$17,118

MeasureVOTSPY

Fee0.05%0.09%

Cost on $10k a year$5$9

Yield0.64%1.03%

5 years, per year+2.3%+11.3%

3 years, per year+15.6%+21.7%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
SPY first

6.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VOT, SPY

Today

6.1%most shared, VOT and SPY

VOTSPY

VOT—6.1%

SPY6.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VOT$64 − $5 = $59

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee