WEEI vs VOO

AWEEI

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income11.19%WEEI · $1,119 on $10k

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

Held in common3.4%WEEI and VOO

WEEI

VOO

Westwood Salient Enhanced Energy Income ETF · $112MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

11.19%12-mo yield$1,119 · $110 on $10k1.10%

−10.3%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.5%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsWEEI · VOO

24.3%XOM1.0%

16.1%CVX0.6%

6.7%COP0.2%

5.4%VLO0.2%

Held in common3.4%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AWEEI	Westwood Salient Enhanced Energy Income ETFRead Desk		0.85%	11.19%	+0.5%	+24.8%	+30.6%	new	new	−10.3%	$112M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AWEEI	Westwood Salient Enhanced Energy Income ETFRead Desk		0.85%	11.19%	+0.5%	+24.8%	+30.6%	new	new	−10.3%	$112M

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

WEEI vs VOO

WEEI

Westwood Salient Enhanced Energy Income

[…]

VOO

Vanguard S&P 500

$17,177

MeasureWEEIVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield11.19%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y16.1%13.5%

3–1measures won
VOO first

3.4%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: WEEI, VOO

Today

3.4%most shared, WEEI and VOO

WEEIVOO

WEEI—3.4%

VOO3.4%—

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

Income After Fees on $10,000

$1,034most kept, WEEI

WEEI$1,119 − $85 = $1,034

VOO$110 − $3 = $107

KeptFee

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