S&P 500 and total-market funds
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| VOO vs VTI Vanguard S&P 500 ETF vs Vanguard Total Stock Market ETF |
0.03% / 0.03% | 88% | +12.4% / +12.5% |
| IVV vs VOO iShares Core S&P 500 ETF vs Vanguard S&P 500 ETF |
0.03% / 0.03% | 99.6% | +11.5% / +12.4% |
| SPY vs VOO SPDR S&P 500 ETF Trust vs Vanguard S&P 500 ETF |
0.0945% / 0.03% | 99.7% | +11.5% / +12.4% |
| VOO vs VOOG Vanguard S&P 500 ETF vs Vanguard S&P 500 Growth ETF |
0.03% / 0.07% | 66% | +12.4% / +9.4% |
| VT vs VTI Vanguard Total World Stock ETF vs Vanguard Total Stock Market ETF |
0.06% / 0.03% | at least 52% | +12.5% / +12.5% |
| SCHB vs VTI Schwab U.S. Broad Market ETF vs Vanguard Total Stock Market ETF |
0.03% / 0.03% | at least 84% | +11.4% / +12.5% |
| RSP vs VOO Invesco S&P 500® Equal Weight ETF vs Vanguard S&P 500 ETF |
0.2% / 0.03% | 44% | +18.9% / +12.4% |
| RSP vs SPY Invesco S&P 500® Equal Weight ETF vs SPDR S&P 500 ETF Trust |
0.2% / 0.0945% | 44% | +18.9% / +11.5% |
Nasdaq-100 and technology
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| QQQ vs QQQM Invesco QQQ Trust Series I vs Invesco NASDAQ 100 ETF |
0.18% / 0.15% | 91% | +8.8% / +8.8% |
| FTEC vs VGT Fidelity MSCI Information Technology Index ETF vs Vanguard Information Technology ETF |
0.084% / 0.09% | 96% | +15.4% / +19.7% |
| QQQ vs VOO Invesco QQQ Trust Series I vs Vanguard S&P 500 ETF |
0.18% / 0.03% | 55% | +8.8% / +12.4% |
Dividend funds
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| FDVV vs SCHD Fidelity High Dividend ETF vs Schwab US Dividend Equity ETF |
0.15% / 0.06% | 16% | +13.6% / +38.9% |
| SCHD vs VYM Schwab US Dividend Equity ETF vs Vanguard High Dividend Yield Index ETF |
0.06% / 0.04% | 21% | +38.9% / +19.1% |
| DGRO vs SCHD iShares Core Dividend Growth ETF vs Schwab US Dividend Equity ETF |
0.08% / 0.06% | 20% | +21.8% / +38.9% |
| VIG vs VYM Vanguard Dividend Appreciation ETF vs Vanguard High Dividend Yield Index ETF |
0.04% / 0.04% | 61% | +15.6% / +19.1% |
| DGRO vs VIG iShares Core Dividend Growth ETF vs Vanguard Dividend Appreciation ETF |
0.08% / 0.04% | 70% | +21.8% / +15.6% |
| HDV vs SCHD iShares Core High Dividend ETF vs Schwab US Dividend Equity ETF |
0.08% / 0.06% | 49% | +38.0% / +38.9% |
| SCHD vs VIG Schwab US Dividend Equity ETF vs Vanguard Dividend Appreciation ETF |
0.06% / 0.04% | 14% | +38.9% / +15.6% |
| DGRO vs DGRW iShares Core Dividend Growth ETF vs WisdomTree US Quality Dividend Growth Fund |
0.08% / 0.28% | 44% | +21.8% / +11.7% |
| DGRO vs FDVV iShares Core Dividend Growth ETF vs Fidelity High Dividend ETF |
0.08% / 0.15% | 35% | +21.8% / +13.6% |
| SCHD vs SPYD Schwab US Dividend Equity ETF vs SPDR Portfolio S&P 500 High Dividend ETF |
0.06% / 0.07% | 20% | +38.9% / +14.7% |
Option-income funds
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| JEPI vs JEPQ JPMorgan Equity Premium Income Fund vs JPMorgan NASDAQ Equity Premium Income ETF |
0.35% / 0.35% | 22% | +9.3% / +6.9% |
| SPY vs SPYI SPDR S&P 500 ETF Trust vs NEOS S&P 500 High Income ETF |
0.0945% / 0.68% | 99.2% | +11.5% / +13.4% |
| QQQI vs QQQM NEOS Nasdaq 100 High Income ETF vs Invesco NASDAQ 100 ETF |
0.68% / 0.15% | 91% | +5.8% / +8.8% |
| JEPQ vs QQQI JPMorgan NASDAQ Equity Premium Income ETF vs NEOS Nasdaq 100 High Income ETF |
0.35% / 0.68% | 72% | +6.9% / +5.8% |
| QQQI vs SPYI NEOS Nasdaq 100 High Income ETF vs NEOS S&P 500 High Income ETF |
0.68% / 0.68% | 54% | +5.8% / +13.4% |
| GPIX vs SPYI S&P 500 Core Premium Income ETF vs NEOS S&P 500 High Income ETF |
0.29% / 0.68% | 92% | +14.7% / +13.4% |
International funds
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| VEA vs VXUS Vanguard FTSE Developed Markets ETF vs Vanguard Total International Stock ETF |
0.03% / 0.05% | at least 56% | +16.8% / +12.9% |
| IXUS vs VXUS iShares Core MSCI Total International Stock ETF vs Vanguard Total International Stock ETF |
0.07% / 0.05% | at least 69% | +13.8% / +12.9% |
| SCHF vs VXUS Schwab International Equity ETF vs Vanguard Total International Stock ETF |
0.03% / 0.05% | at least 56% | +17.7% / +12.9% |
Bonds, T-bills and cash
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| AGG vs BND iShares Core U.S. Aggregate Bond ETF vs Vanguard Total Bond Market ETF |
0.03% / 0.03% | at least 42% | -0.4% / -0.4% |
| BIL vs SGOV SPDR Bloomberg 1-3 Month T-Bill ETF vs iShares 0-3 Month Treasury Bond ETF |
0.1352% / 0.09% | 25% | +3.3% / +3.4% |
| SGOV vs USFR iShares 0-3 Month Treasury Bond ETF vs WisdomTree Floating Rate Treasury Fund |
0.09% / 0.15% | 0% | +3.4% / +4.1% |
Sector funds
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| SMH vs SOXX VanEck Semiconductor ETF vs iShares Semiconductor ETF |
0.35% / 0.33% | 74% | +40.5% / +48.5% |
| VHT vs XLV Vanguard Health Care ETF vs Health Care Select Sector SPDR Fund |
0.09% / 0.08% | 85% | +28.9% / +30.2% |
Gold and bitcoin
| Comparison | Expense ratios | Holdings overlap | 1 yr returns |
|---|---|---|---|
| GLD vs IAU SPDR Gold Shares vs iShares Gold Trust |
0.4% / 0.25% | both hold physical gold | -1.8% / -1.6% |
| FBTC vs IBIT Fidelity Wise Origin Bitcoin Fund vs iShares Bitcoin Trust ETF |
0.25% / 0.25% | both hold bitcoin | -30.0% / -30.4% |
| GLD vs GLDM SPDR Gold Shares vs SPDR Gold MiniShares Trust |
0.4% / 0.1% | both hold physical gold | -1.8% / -1.5% |
| IAU vs IAUM iShares Gold Trust vs iShares Gold Trust Micro ETF of Benef Interest |
0.25% / 0.09% | both hold physical gold | -1.6% / +1.8% |
Overlap: for every security both funds own, the smaller of its two weights, added up (100% would mean identical portfolios). “At least” where a holdings report lists only a fund’s 600 largest positions. Returns with distributions reinvested, to Nov 2, 2026.
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