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SPY vs SWPPX: The Same S&P 500, and SWPPX Costs About a Fifth as Much

SPY vs SWPPX from the SEC filings: 0.0945% vs 0.02%, the same 500 stocks, and SWPPX ahead by 0.11 to 0.13 points a year to August 2026.

SPYG vs VOO: Every SPYG Stock Is Already in VOO, Weighted Toward Growth

SPYG vs VOO from the SEC filings: 66.2% overlap, fees 0.04% vs 0.03%, 151 vs 505 holdings, and 18.06% vs 15.47% a year over ten years to June 2026.

SPYM vs VTI: 88% the Same Stocks, a One-Basis-Point Fee Gap

SPYM (formerly SPLG) vs VTI from SEC filings: 88.1% overlap, fees 0.02% vs 0.03%, and 5-year returns of 13.37% vs 12.24% a year to June 2026.

SWISX vs VXUS: Developed Markets Only, or the Whole World ex-US?

SWISX vs VXUS from the filings: 0.06% vs 0.05%, 49.5% overlap, 682 vs 8,790 stocks. SWISX skips Canada and emerging markets, about 35% of VXUS.

SWPPX vs VTI: S&P 500 Mutual Fund or Total Market ETF?

SWPPX vs VTI from the filings: 0.02% vs 0.03%, 85.9% overlap, 503 vs 3,507 stocks. Over 10 years to June 2026, SWPPX returned 15.46% a year and VTI 15.04%.

Oct 5, 20268 min read

SWTSX vs VTI: Same 0.03% Fee, About 94% Overlap, and the Real Choice Is Mutual Fund or ETF

SWTSX vs VTI from SEC filings: both 0.03%, no minimum on either, about 94% overlap, and 10-year returns of 14.18% vs 14.25% to 2025. The wrapper decides it.

SWTSX vs VTSAX: 94% Overlap and a 0.01-Point Fee Gap, So the Minimum and the Broker Decide

SWTSX vs VTSAX from SEC filings: 0.03% vs 0.04%, 94.1% overlap, no minimum vs $3,000. 10-year returns of 14.18% vs 14.24% to 2025. Pick by broker.

Oct 5, 20268 min read

VEA vs VWO: Zero Overlap, and Where South Korea Lives

VEA vs VWO from Vanguard's filings: 0.03% vs 0.06%, 0% overlap, and why South Korea sits in VEA. Returns to Sep 30, 2026 and how to combine the two.

VFIAX vs VTI: A Different Index and a Different Wrapper

VFIAX vs VTI from Vanguard's filings: 0.04% vs 0.03%, 88.1% overlap, $3,000 minimum vs one share. Returns to Sep 30, 2026 and why switching costs tax.

VIG vs VOO: Over 90% of VIG Is Already Inside VOO

VIG vs VOO from Vanguard's filings: 0.04% vs 0.03%, over 90% of VIG sits in VOO, 1.51% vs 1.00% SEC yield, and VIG trailed by 2.34 points a year over 10 years.

VIG vs VTI: Dividend Growers or the Whole US Market?

VIG vs VTI from Vanguard's filings: 0.04% vs 0.03%, 99.6% of VIG sits inside VTI, VIG yields 1.51% vs 1.03% and trailed by 1.91 points a year over 10 years.

VIG vs VUG: Dividend Growers vs Growth Stocks, With Only 27% in Common

VIG vs VUG from Vanguard's filings: 27.3% overlap, fees 0.04% vs 0.03%, 333 vs 147 stocks, and 12.86% vs 17.94% a year over ten years to September 2026.

VO vs VOO: Mid Caps or the S&P 500, and Most of VO Is Already in VOO

VO vs VOO from Vanguard's filings: both 0.03%, 16.4% overlap, 280 vs 505 stocks. 91% of VO sits in S&P 500 companies. Ten-year returns: 10.96% vs 15.29%.

VOO vs VYM: The S&P 500 or Vanguard's High-Dividend Fund?

VOO vs VYM from Vanguard's filings: 0.03% vs 0.04%, about 90% of VYM sits in VOO, VYM yields 2.35% vs 1.00% and trailed by 3.86 points a year over 10 years.

VT vs VTSAX: The World Fund Is 60% the US Fund Already

VT vs VTSAX from Vanguard's filings: 61.1% overlap, VT 62% US. Fees 0.06% vs 0.04%, ten-year returns 12.32% vs 14.69% to Sep 30, 2026. Which fits you.

Oct 5, 202612 min read

VT vs VTWAX: One Global Portfolio, Two Price Tags

VT vs VTWAX from Vanguard's filings: the same 10,088-stock world portfolio. VT costs 0.06%, VTWAX 0.09% with a $3,000 minimum. Which to hold where.

Oct 5, 202612 min read

VTI vs VTIAX: Zero Overlap, So the Question Is How Much of Each

VTI vs VTIAX from Vanguard's filings: 0.03% vs 0.09%, 0.1% overlap, ETF vs $3,000-minimum mutual fund. Returns to Sep 30, 2026 and how investors combine them.

VTI vs VTV: The Whole US Market or Its Large-Cap Value Slice?

VTI vs VTV from Vanguard's filings: both 0.03%, every VTV stock is already in VTI, VTV yields 1.89% vs 1.03% and trailed by 2.37 points a year over 10 years.

VTI vs VYM: The Whole US Market or Its High-Dividend Payers?

VTI vs VYM from Vanguard's filings: 0.03% vs 0.04%, 98.9% of VYM sits inside VTI, VYM yields 2.35% vs 1.03% and trailed by 3.43 points a year over 10 years.

VTIAX vs VTSAX: Not Rivals, the Two Halves of One Portfolio

VTIAX vs VTSAX from Vanguard's filings: 0.09% vs 0.04%, both $3,000 minimums, 0.1% overlap. Returns to Sep 30, 2026 and how investors split the two.

VTSAX vs VTWAX: US Only or the Whole World, Same Admiral Wrapper

VTSAX vs VTWAX from Vanguard's filings: 0.04% vs 0.09%, both $3,000 minimums, 61.1% overlap. VTWAX is 62% US. Returns to Sep 30, 2026 and who should pick which.

VTV vs VYM: Two Vanguard Value Funds That Share About Two-Thirds

VTV vs VYM from Vanguard's filings: 0.03% vs 0.04%, about 68% overlap, VYM yields 2.35% vs 1.89%, and VTV returned 1.06 points a year more over 10 years.