Compare · 2 funds side by side · dividends reinvested

FCVT and VOO

FCVTFirst Trust×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

FCVT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.1

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+4.1%+1.2%+16.7%+2.8%−19.3%20.8%$77M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FCVT 2015 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $77M$11,474

FCVT

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FCVTMeasureVOO

+4.1%Year to dateJan 1 → Nov 3+11.5%

+1.2%1 yearTotal return+11.9%

+16.7%3 years · per year$10,000 became $15,895 · $19,094+24.1%

+2.8%5 years · per year$10,000 became $11,474 · $17,749+12.2%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

1.23%Trailing 12-mo yield$123 · $107 a year on $10k1.07%

−19.3%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer12.7%

FCVTVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7VOO wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FCVT vs VOO: Top 5 Holdings

Today

FCVT

8.1%in top 5

VOO

in top 528.3%

FCVTStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.7%GOOGMnot top 5

not top 5GOOGL3.1%

1.2%SMCIPnot top 5

1.1%WFC-PLnot top 5

1.1%MCHPPnot top 5

1.0%BAC-PLnot top 5

Held in common0.1%

End-of-day Nov 3, 2026 · share of each fund

FCVT vs VOO Returns, Every Period

First TrustFCVT

+2.8%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

FCVTVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Core: FCVT vs VOO

YTD

First TrustFCVT

+4.1%

VOOVanguard

+11.5%

+4.1%Year to date+11.5%

−19.3%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y12.7%

1.2%Yield1.1%

$77.0MAssets$1.00T

3–1VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FCVT0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FCVT, VOO

1.23%highest, FCVT

FundTrailing yieldYield$10k

FCVT1.23%$123

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FCVT, VOO

Today

0.1%most shared, FCVT and VOO

FCVTVOO

FCVT—0.1%

VOO0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

FCVTWorst drop−19.3%20.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FCVTVOO

+4.1%Year to date+11.5%

1.2%Yield1.1%

+1.2%Past year+11.9%

0.95%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026