VSLU vs VOO

AVSLU

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,708VSLU · IVV $17,545

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common59.1%VSLU and VOO

VSLU

VOO

Applied Finance Valuation Large Cap ETF · $579MVanguard S&P 500 ETF · $1.00T

+22.8%3 years · per year$18,510 · $18,159+22.0%

+13.3%5 years · per year$18,708 · $17,543+11.9%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $107 on $10k1.07%

−9.2%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVSLU · VOO

8.5%NVDA8.4%

10.5%AAPL7.4%

8.5%MSFT5.8%

5.1%GOOGL3.1%

Held in common59.1%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk	0.49%	0.42%	+1.7%	+10.9%	+14.6%	+22.8%	+13.3%	−9.2%	$579M
2	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
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk	0.49%	0.42%	+1.7%	+10.9%	+14.6%	+22.8%	+13.3%	−9.2%	$579M
2	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
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

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

VSLU vs VOO

VSLU

Applied Finance Valuation Large Cap

$18,708

VOO

Vanguard S&P 500

$17,543

MeasureVSLUVOO

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.42%1.07%

5 years, per year+13.3%+11.9%

3 years, per year+22.8%+22.0%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y12.8%13.7%

3–3measures won
level

59.1%

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: VSLU, VOO, IVV

Today

92.7%most shared, VOO and IVV

VSLUVOOIVV

VSLU—59.1%59.6%

VOO59.1%—92.7%

IVV59.6%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VSLU$42 − $49 = −$7

KeptFee

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