Compare · 3 funds side by side · dividends reinvested

FCVT, VOO and BND

FCVTFirst Trust×VOOVanguard×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

FCVT, VOO and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.0

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.23%+3.9%+0.4%+16.5%+3.0%−19.3%20.8%$77M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FCVT 2015 · VOO 2010 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

FCVT

First Trust SSI Strategic Convertible Securities ETF · $77M$11,591

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

VOOMeasureFCVT

+13.4%Year to dateJan 1 → Nov 4+3.9%

+13.5%1 yearTotal return+0.4%

+24.2%3 years · per year$10,000 became $19,172 · $15,818+16.5%

+12.6%5 years · per year$10,000 became $18,115 · $11,591+3.0%

0.03%Expense ratio$3 · $95 a year on $10k · lower is better0.95%

1.05%Trailing 12-mo yield$105 · $123 a year on $10k1.23%

−8.9%Worst dropSmaller is better−19.3%

12.8%VolatilityLower is calmer20.8%

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

7–1VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs FCVT: Top 5 Holdings

Today

VOO

28.3%in top 5

FCVT

in top 58.6%

VOOStockFCVT

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

not top 5GOOGM3.7%

3.1%GOOGLnot top 5

not top 5METAM1.5%

not top 5SMCIP1.1%

not top 5MCHPP1.1%

not top 5WFC-PL1.1%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

VOO vs FCVT Returns, Every Period

VanguardVOO

+12.6%

5 years, per year

FCVTFirst Trust

+3.0%

5 years, per year

VOOFCVTFaded: behind in that period

4–0VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs BND

YTD

VanguardVOO

+13.4%

BNDVanguard

−0.1%

+13.4%Year to date−0.1%

−8.9%Worst drop · 1Y−4.5%

12.8%Volatility · 1Y4.0%

1.1%Yield4.1%

$1.00TAssets$161B

3–1BND wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, VOO, BND

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BND0.03%$3

FCVT0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FCVT, VOO, BND

4.13%highest, BND

FundTrailing yieldYield$10k

BND4.13%$413

FCVT1.23%$123

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, BND

BND$413 − $3 = $410

VOO$105 − $3 = $102

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FCVT, VOO, BND

Today

0.1%most shared, FCVT and VOO

FCVTVOOBND

FCVT—0.1%[…]

VOO0.1%—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

BNDWorst drop−4.5%4.0% vol

VOOWorst drop−8.9%12.8% vol

FCVTWorst drop−19.3%20.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BNDVOO

−0.1%Year to date+13.4%

4.1%Yield1.1%

+0.3%Past year+13.5%

0.03%Fee0.03%

2–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026