WUGI vs VOO

AWUGI

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · WUGI $13,235

Lowest cost0.03%VOO · $3 on $10k

Most income25.26%WUGI · $2,526 on $10k

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

Held in common23.1%WUGI and VOO

WUGI

VOO

AXS Esoterica NextG Economy ETF · $25MVanguard S&P 500 ETF · $1.00T

+25.3%3 years · per year$19,693 · $18,224+22.1%

+5.8%5 years · per year$13,235 · $17,156+11.4%

1.46%Expense ratio$146 · $3 on $10k · lower wins0.03%

25.26%12-mo yield$2,526 · $110 on $10k1.10%

−32.0%Worst dropSmaller wins−8.9%

36.8%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsWUGI · VOO

6.3%NVDA8.4%

6.6%AMZN3.7%

4.4%AVGO2.5%

4.6%GOOG2.5%

Held in common23.1%

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

Both

5Y2 funds

#			Trend
1	BVOO	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	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	25.26%	−10.1%	−9.6%	−11.2%	+25.3%	+5.8%	−32.0%	$25M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	25.26%	−10.1%	−9.6%	−11.2%	+25.3%	+5.8%	−32.0%	$25M

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

WUGI vs VOO

WUGI

AXS Esoterica NextG Economy

$13,235

VOO

Vanguard S&P 500

$17,156

MeasureWUGIVOO

Fee1.46%0.03%

Cost on $10k a year$146$3

Yield25.26%1.10%

5 years, per year+5.8%+11.4%

3 years, per year+25.3%+22.1%

Worst drop · 1Y−32.0%−8.9%

Volatility · 1Y36.8%13.5%

4–2measures won
VOO first

23.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: WUGI, VOO

Today

23.1%most shared, WUGI and VOO

WUGIVOO

WUGI—23.1%

VOO23.1%—

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

Income After Fees on $10,000

$2,380most kept, WUGI

WUGI$2,526 − $146 = $2,380

VOO$110 − $3 = $107

KeptFee

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