TOPC Desk | ETF Tracker

VOO vs TOPC

YTD

VOOVanguardTOPCiShares

Year to date

+8.4%

+9.0%

TOPC wins+0.6 pts

Past year

+9.8%

+11.1%

TOPC wins+1.3 pts

Fee

0.03%

0.15%

VOO winslower fee

Yield

1.1%

Level

AUM

$1.00T

$33.3M

VOO30048.0× more

2–1TOPC wins

VOO and TOPC · year-to-date · as of Nov 5, 2026 · AUM not scored

TOPC vs S&P 500

YTD$33.51 · −4.4% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

Return1D1M3MYTD ▼1Y3Y5YMAX

Total return−4.4%−4.7%−4.7%+9.0%+11.1%——+38.9%

Peer average−4.1%−4.9%−4.9%+8.6%+10.5%+81.5%+70.4%—

S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%

iShares TOPC and Vanguard VOO · total return, dividends in · as of Nov 5, 2026

All 36 S&P 500 ETFs

YTD

#
1	VOO	S&P 500Read Desk	0.03%	1.1%	+8.4%	+8.4%	$1.00T
2	IVV	Core S&P 500Read Desk	0.03%	1.1%	+8.4%	+8.4%	$887B
3	SPY	State Street SPDR S&P 500Read Desk	0.09%	1.0%	+8.3%	+8.3%	$805B
4	SPYM	State Street SPDR Portfolio S&P 500Read Desk	0.02%	1.1%	+8.4%	+8.4%	$182B
5	RSP	S&P 500 Equal WeightRead Desk	0.20%	1.5%	+14.6%	+14.6%	$102B
6	IVW	S&P 500 GrowthRead Desk	0.18%	0.4%	+4.5%	+4.5%	$74.4B
7	SPYG	State Street SPDR Portfolio S&P 500 GrowthRead Desk	0.04%	0.5%	+4.6%	+4.6%	$54.1B
8	IVE	S&P 500 ValueRead Desk	0.18%	1.5%	+12.8%	+12.8%	$50.6B
9	SPYV	State Street SPDR Portfolio S&P 500 ValueRead Desk	0.04%	1.7%	+12.8%	+12.8%	$38.6B
10	VOOG	S&P 500 GrowthRead Desk	0.07%	0.5%	+4.5%	+4.5%	$27.8B
11	SPMO	S&P 500 MomentumRead Desk	0.13%	0.9%	+3.2%	+3.2%	$20.9B
12	SPHQ	S&P 500 QualityRead Desk	0.20%	1.1%	+8.9%	+8.9%	$18.6B
13	XLG	S&P 500 Top 50Read Desk	0.20%	0.7%	+0.4%	+0.4%	$11.5B
14	VOOV	S&P 500 ValueRead Desk	0.07%	1.6%	+13.0%	+13.0%	$6.6B
15	SNPE	Xtrackers S&P 500 Scored & ScreenedRead Desk	0.10%	1.0%	+7.4%	+7.4%	$2.8B
16	SPYX	State Street SPDR S&P 500 Fossil Fuel Reserves FreeRead Desk	0.20%	0.9%	+7.9%	+7.9%	$2.8B

1–16 of 36

S&P 500 · current AUM · as of Nov 5, 2026

TOPC’s Peers

YTDS&P 500 · 6 largest

#
1	VOO	Vanguard S&P 500 ETFRead Versus	0.03%	1.1%	−4.4%	+8.4%	+9.8%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Versus	0.03%	1.1%	−4.4%	+8.4%	+9.7%	$887B
3	SPY	State Street SPDR S&P 500 ETFRead Versus	0.09%	1.0%	−4.4%	+8.3%	+9.7%	$805B
4	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Versus	0.02%	1.1%	−4.4%	+8.4%	+9.8%	$182B
5	RSP	Invesco S&P 500 Equal Weight ETFRead Versus	0.20%	1.5%	−2.9%	+14.6%	+18.3%	$102B
6	TOPC	iShares S&P 500 3% Capped ETFThis fund	0.15%	1.1%	−4.4%	+9.0%	+11.1%	$33.3M

#11 of 31 this year · #25 cheapest of 36 · sorted by assetsOpen the Low-Cost Core table →

TOPC and its peer group · total return · as of Nov 6, 2026

Cards for This View

TOPC’s Top 10 Holdings

Today

25.3%of TOPC sits in these 10

1MSFTMicrosoft3.36%

2AAPLApple3.29%

3AMZNAmazon3.13%

4NVDANvidia2.65%

5AVGOBroadcom2.65%

6METAMeta Platforms2.54%

7LLYEli Lilly2.07%

8TSLATesla1.98%

9BRK-BBerkshire Hathaway1.97%

10JPMJpmorgan Chase &1.71%

iShares TOPC · weight in the fund · as of Nov 5, 2026

TOPC’s Holdings

Today

MSFTMicrosoft3.4%AAPL3.3%AMZN3.1%NVDA2.7%AVGO2.7%META2.5%LLY2.1%TSLA2.0%BRK-B2.0%JPM1.7%MU1.6%AMD1.5%GOOGL1.4%V1.4%XOM1.3%JNJ1.2%GOOG1.2%WMT1.1%MA1.0%ABBV1.0%COST0.8%CVX0.8%

MSFTMicrosoft3.4%AAPL3.3%AMZN3.1%NVDA2.7%AVGO2.7%META2.5%LLY2.1%TSLA2.0%BRK-B2.0%JPM1.7%MU1.6%AMD1.5%

TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesConsumer DefensiveOther

iShares TOPC · 504 holdings · top 22 shown · tile size = share of the fund · as of Nov 5, 2026

VOO vs TOPC

YTD

VOOVanguardTOPCiShares

Year to date

+8.4%

+9.0%

TOPC wins+0.6 pts

Past year

+9.8%

+11.1%

TOPC wins+1.3 pts

Fee

0.03%

0.15%

VOO winslower fee

Yield

1.1%

Level

AUM

$1.00T

$33.3M

VOO30048.0× more

2–1TOPC wins

VOO and TOPC · year-to-date · as of Nov 5, 2026 · AUM not scored

TOPC vs Peer Average

YTD

TOPCAvsBPeer average

1D−4.4%−4.1%

1M−4.7%−4.9%

3M−4.7%−4.9%

YTD+9.0%+8.6%

1Y+11.1%+10.5%

3Y[…]+81.5%

5Y[…]+70.4%

4–1TOPC wins

35 S&P 500 peers · each row scaled to its leader