WUGI vs VOO5YWUGIWUGIAvsBVOOVOOAXS Esoterica NextG Economy ETF · $27MVanguard S&P 500 ETF · $1.00TReturns · dividends in+26.6%3 years · per year$20,282 · $18,015+21.7%+6.9%5 years · per year$13,936 · $17,393+11.7%Cost and income1.46%Expense ratio$146 · $3 on $10k · lower wins0.03%22.76%
Overlap: WUGI, VOO, IVVToday93.3%most shared, VOO and IVVWUGIVOOIVVWUGI—25.6%24.2%VOO25.6%—93.3%IVV24.2%93.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
WUGI vs VOO5YAWUGIAXS Esoterica NextG Economy$13,935vsVOOBVanguard S&P 500$17,393$5k$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B2BVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.3%+11.9%+12.1%+21.7%+11.7%−8.9%$1.00T3AWUGIAXS Esoterica NextG Economy ETFReadDesk1.46%22.76%−0.3%+0.3%−0.6%+26.6%+6.9%−32.0%$27MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B2BVOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.3%+11.9%+12.1%+21.7%+11.7%−8.9%$1.00T3AWUGIAXS Esoterica NextG Economy ETFReadDesk1.46%22.76%−0.3%+0.3%−0.6%+26.6%+6.9%−32.0%$27MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: WUGI, VOO, IVVToday93.3%most shared, VOO and IVVWUGIVOOIVVWUGI—25.6%24.2%VOO25.6%—93.3%IVV24.2%93.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$2,130most kept, WUGIWUGI$2,276 − $146 = $2,130IVV$110 − $3 = $107VOO$107 − $3 = $104KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee