VUS vs SPY

AVUS

BSPY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.35%VUS · $235 on $10k

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

Held in common40.0%VUS and SPY

VUS

SPY

Virtus U.S. Dividend ETF · $17MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

2.35%12-mo yield$235 · $101 on $10k1.01%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.7%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUS · SPY

7.1%AAPL7.9%

5.2%MSFT6.2%

5.2%NVDA7.1%

2.4%AMZN4.0%

Held in common40.0%

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%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AVUS	Virtus U.S. Dividend ETFRead Desk	0.25%	2.35%	+2.4%	+17.9%	new	new	new	[…]	$17M

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%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AVUS	Virtus U.S. Dividend ETFRead Desk	0.25%	2.35%	+2.4%	+17.9%	new	new	new	[…]	$17M

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

VUS vs SPY

VUS

Virtus U.S. Dividend

[…]

SPY

SPDR S&P 500

$17,493

MeasureVUSSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield2.35%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

1–1measures won
level

40.0%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VUS, SPY, IVV

Today

99.9%most shared, SPY and IVV

VUSSPYIVV

VUS—40.0%40.0%

SPY40.0%—99.9%

IVV40.0%99.9%—

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

Income After Fees on $10,000

$210most kept, VUS

VUS$235 − $25 = $210

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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