XTR vs VOO

AXTR

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · XTR $14,992

Lowest cost0.03%VOO · $3 on $10k

Most income16.83%XTR · $1,683 on $10k

Smallest drop−8.5%XTR · worst fall in 1Y

Held in common93.2%XTR and VOO

XTR

VOO

Global X S&P 500 Tail Risk ETF · $5MVanguard S&P 500 ETF · $1.00T

+18.2%3 years · per year$16,501 · $18,224+22.1%

+8.4%5 years · per year$14,992 · $17,156+11.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

16.83%12-mo yield$1,683 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · VOO

7.7%AAPL7.4%

7.3%NVDA8.4%

6.2%MSFT5.8%

3.9%AMZN3.7%

Held in common93.2%

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	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.83%	−3.4%	+5.7%	+6.5%	+18.2%	+8.4%	−8.5%	$5M

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	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.83%	−3.4%	+5.7%	+6.5%	+18.2%	+8.4%	−8.5%	$5M

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

XTR vs VOO

XTR

Global X S&P 500 Tail Risk

$14,992

VOO

Vanguard S&P 500

$17,156

MeasureXTRVOO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield16.83%1.10%

5 years, per year+8.4%+11.4%

3 years, per year+18.2%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%13.5%

3–3measures won
level

93.2%

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: XTR, VOO

Today

93.2%most shared, XTR and VOO

XTRVOO

XTR—93.2%

VOO93.2%—

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

Income After Fees on $10,000

$1,658most kept, XTR

XTR$1,683 − $25 = $1,658

VOO$110 − $3 = $107

KeptFee

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