Compare · 2 funds side by side · dividends reinvested

FPX and IVOO

FPXFirst Trust×IVOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,806IVOO · best of the two

02 / 04

FPX and IVOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.23%+9.5%+12.8%+16.5%+6.7%−8.8%15.5%$3.7B1.1

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.20%−3.6%−3.3%+27.3%+4.3%−23.6%27.1%$1.4B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: FPX 2006 · IVOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.4B$12,364

FPX

IVOO

Vanguard S&P Mid-Cap 400 ETF · $3.7B$13,806

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

FPXMeasureIVOO

−3.6%Year to dateJan 1 → Nov 5+9.5%

−3.3%1 yearTotal return+12.8%

+27.3%3 years · per year$10,000 became $20,642 · $15,798+16.5%

+4.3%5 years · per year$10,000 became $12,364 · $13,806+6.7%

0.57%Expense ratio$57 · $7 a year on $10k · lower is better0.07%

0.20%Trailing 12-mo yield$20 · $123 a year on $10k1.23%

−23.6%Worst dropSmaller is better−8.8%

27.1%VolatilityLower is calmer15.5%

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

1–7IVOO wins

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

More Ways to See the Pairs

FPX vs IVOO: Top 5 Holdings

Today

FPX

33.1%in top 5

IVOO

in top 54.6%

FPXStockIVOO

9.4%LLYnot top 5

8.7%SPCXnot top 5

7.0%GEVnot top 5

4.5%SNDKnot top 5

3.6%STXnot top 5

not top 5TWLO1.3%

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5NVT0.8%

not top 5ATI0.8%

Held in common6.9%

End-of-day Nov 5, 2026 · share of each fund

FPX vs IVOO Returns, Every Period

First TrustFPX

+4.3%

5 years, per year

IVOOVanguard

+6.7%

5 years, per year

FPXIVOOFaded: behind in that period

1–3IVOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FPX vs IVOO

YTD

First TrustFPX

−3.6%

IVOOVanguard

+9.5%

−3.6%Year to date+9.5%

−23.6%Worst drop · 1Y−8.8%

27.1%Volatility · 1Y15.5%

0.2%Yield1.2%

$1.4BAssets$3.7B

4–0IVOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPX, IVOO

Today

0.07%lowest, IVOO

FundExpense ratioFee$10k

IVOO0.07%$7

FPX0.57%$57

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FPX, IVOO

1.23%highest, IVOO

FundTrailing yieldYield$10k

IVOO1.23%$123

FPX0.20%$20

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IVOO

IVOO$123 − $7 = $116

FPX$20 − $57 = −$37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FPX, IVOO

Today

6.9%most shared, FPX and IVOO

FPXIVOO

FPX—6.9%

IVOO6.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.8%IVOO, at 15.5% volatility

IVOOWorst drop−8.8%15.5% vol

FPXWorst drop−23.6%27.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVOOFPX

+9.5%Year to date−3.6%

1.2%Yield0.2%

+12.8%Past year−3.3%

0.07%Fee0.57%

4–0IVOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026