Compare · 3 funds side by side · dividends reinvested

FITE, VO and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,557FITE · best of the three

02 / 04

FITE, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.11%+25.5%+21.3%+33.6%+15.5%−15.3%28.8%$153M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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: FITE 2017 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Future Security ETF · $153M$20,557

FITE

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

FITEMeasureVO

+25.5%Year to dateJan 1 → Nov 4+14.7%

+21.3%1 yearTotal return+15.3%

+33.6%3 years · per year$10,000 became $23,859 · $17,578+20.7%

+15.5%5 years · per year$10,000 became $20,557 · $14,290+7.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.11%Trailing 12-mo yield$11 · $134 a year on $10k1.34%

−15.3%Worst dropSmaller is better−8.2%

28.8%VolatilityLower is calmer12.4%

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

4–4Level

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

More Ways to See the Pairs

FITE vs VO: Top 5 Holdings

Today

FITE

12.2%in top 5

in top 55.3%

FITEStockVO

2.7%RPDnot top 5

2.5%QLYSnot top 5

2.4%ZSnot top 5

2.3%TENBnot top 5

2.3%OSPNnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common4.6%

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

FITE vs VO Returns, Every Period

SPDRFITE

+15.5%

5 years, per year

VOVanguard

+7.4%

5 years, per year

FITEVOFaded: behind in that period

4–0FITE wins

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

FITE vs VO

YTD

SPDRFITE

+25.5%

VOVanguard

+14.7%

+25.5%Year to date+14.7%

−15.3%Worst drop · 1Y−8.2%

28.8%Volatility · 1Y12.4%

0.1%Yield1.3%

$153MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: FITE, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

FITE0.45%$45

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

Yields: FITE, VO, VUG

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

VUG0.40%$40

FITE0.11%$11

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

VUG$40 − $3 = $37

FITE$11 − $45 = −$34

KeptFee

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

Overlap: FITE, VO, VUG

Today

10.2%most shared, VO and VUG

FITEVOVUG

FITE—4.6%5.1%

VO4.6%—10.2%

VUG5.1%10.2%—

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

Return vs Bumpiness: 3 ETFs

+21.3%FITE, at 28.8% volatility

VOWorst drop−8.2%12.4% vol

VUGWorst drop−16.1%18.2% vol

FITEWorst drop−15.3%28.8% vol

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

Paid More vs Made More

YTD

VOFITE

+14.7%Year to date+25.5%

1.3%Yield0.1%

+15.3%Past year+21.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026