Data-driven ETF and fund analysis — expense ratios, tax efficiency, and head-to-head comparisons with real numbers, not hypotheticals.
Same index, three wrappers. Expense ratios, AUM, tracking difference, options liquidity, and the UIT-vs-open-ended structural gap that costs SPY a few basis points a year. Sourced from Vanguard, BlackRock, and State Street fund pages.
Read article →Same 0.03% expense, slightly different benchmarks (CRSP vs S&P Total Market). Real 10-year returns, tracking difference, 97-98% holdings overlap, and the tax-loss harvesting pairing that's the one legitimate reason to keep both on your radar.
Read article →Expense ratios, 10-year returns, top-10 overlap, AUM, and tracking difference for VTI and VOO — with current 2026 data, not hand-waving. One holds the whole market; the other holds only the 500 largest.
Read article →Dividend-growth equities vs. a covered-call income strategy. Two very different products marketed as income ETFs. Real 2026 data on yields, after-tax income, total return, and portfolio fit.
Read article →Same Nasdaq-100 holdings, different expense ratios (0.20% vs 0.15%). When QQQM wins, when QQQ still makes sense, and the switching math for existing QQQ holders.
Read article →Expense ratios, tax efficiency, liquidity, and real return data compared using actual Vanguard, BlackRock, and Fidelity products. The answer depends on your account type — here's the full breakdown.
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