Compare · 2 funds side by side · dividends reinvested

FMF and VOO

FMFFirst 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

FMF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Managed Futures Strategy FundUnsorted0.98%4.82%+11.0%+12.2%+6.3%+5.1%−4.5%9.6%$298M1.5

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%$1.00T1.5

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: FMF 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Managed Futures Strategy Fund · $298M$12,795

FMF

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested

FMFMeasureVOO

+11.0%Year to dateJan 1 → Nov 3+11.5%

+12.2%1 yearTotal return+11.9%

+6.3%3 years · per year$10,000 became $12,008 · $19,094+24.1%

+5.1%5 years · per year$10,000 became $12,795 · $17,749+12.2%

0.98%Expense ratio$98 · $3 a year on $10k · lower is better0.03%

4.82%Trailing 12-mo yield$482 · $107 a year on $10k1.07%

−4.5%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

FMF vs VOO: Top 5 Holdings

Today

FMF

[…]in top 5

VOO

in top 528.3%

FMFStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

FMF vs VOO Returns, Every Period

First TrustFMF

+5.1%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

FMFVOOFaded: behind in that period

1–3VOO wins

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

Unsorted vs Core: FMF vs VOO

YTD

First TrustFMF

+11.0%

VOOVanguard

+11.5%

+11.0%Year to date+11.5%

−4.5%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y12.7%

4.8%Yield1.1%

$298MAssets$1.00T

3–1FMF wins

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

Cost, Income and Risk

Fees: FMF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FMF0.98%$98

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

Yields: FMF, VOO

4.82%highest, FMF

FundTrailing yieldYield$10k

FMF4.82%$482

VOO1.07%$107

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

Income After Fees on $10,000

$384most kept, FMF

FMF$482 − $98 = $384

VOO$107 − $3 = $104

KeptFee

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

Overlap: FMF, VOO

Today

[…]holdings […]

FMFVOO

FMF—[…]

VOO[…]—

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

Return vs Bumpiness: 2 ETFs

+12.2%FMF, at 9.6% volatility

FMFWorst drop−4.5%9.6% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

FMFVOO

+11.0%Year to date+11.5%

4.8%Yield1.1%

+12.2%Past year+11.9%

0.98%Fee0.03%

2–2level

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