XSW vs VOO

AXSW

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common4.9%XSW and VOO

XSW

VOO

State Street SPDR S&P Software & Services ETF · $498MVanguard S&P 500 ETF · $1.00T

+21.5%3 years · per year$17,919 · $19,172+24.2%

+3.5%5 years · per year$11,885 · $18,115+12.6%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $105 on $10k1.05%

−31.4%Worst dropSmaller wins−8.9%

31.2%VolatilityLower wins12.8%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSW · VOO

0.8%MSFT5.8%

0.8%PLTR0.7%

0.8%PANW0.5%

0.9%CRWD0.4%

Held in common4.9%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	+1.5%	+12.7%	+6.4%	+21.5%	+3.5%	−31.4%	$498M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	+1.5%	+12.7%	+6.4%	+21.5%	+3.5%	−31.4%	$498M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSW vs VOO

XSW

SPDR S&P Software & Services

$11,885

VOO

Vanguard S&P 500

$18,115

MeasureXSWVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.00%1.05%

5 years, per year+3.5%+12.6%

3 years, per year+21.5%+24.2%

Worst drop · 1Y−31.4%−8.9%

Volatility · 1Y31.2%12.8%

6–0measures won
VOO first

4.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XSW, VOO, IVV

Today

94.5%most shared, VOO and IVV

XSWVOOIVV

XSW—4.9%4.9%

VOO4.9%—94.5%

IVV4.9%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee