Compare · 3 funds side by side · dividends reinvested

FPX, IVOO and VBK

FPXFirst Trust×IVOOVanguard×VBKVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,589IVOO · best of the three

02 / 04

FPX, IVOO and VBK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.19%+13.9%+16.4%+18.3%+7.8%−8.8%15.0%$3.7B1.4

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.9%+10.8%+19.9%+3.5%−11.4%20.5%$22.8B2.0

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+2.7%−0.1%+30.4%+6.0%−18.9%26.5%$1.4B2.6

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: FPX 2006 · IVOO 2010 · VBK 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.4B$13,390

FPX

IVOO

Vanguard S&P Mid-Cap 400 ETF · $3.7B$14,589

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

FPXMeasureIVOO

+2.7%Year to dateJan 1 → Nov 4+13.9%

−0.1%1 yearTotal return+16.4%

+30.4%3 years · per year$10,000 became $22,148 · $16,576+18.3%

+6.0%5 years · per year$10,000 became $13,390 · $14,589+7.8%

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

0.19%Trailing 12-mo yield$19 · $119 a year on $10k1.19%

−18.9%Worst dropSmaller is better−8.8%

26.5%VolatilityLower is calmer15.0%

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

1–7IVOO wins

End-of-day Nov 4, 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

34.4%in top 5

IVOO

in top 54.6%

FPXStockIVOO

9.2%LLYnot top 5

8.9%SPCXnot top 5

7.6%GEVnot top 5

4.8%SNDKnot top 5

3.8%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 4, 2026 · share of each fund

FPX vs IVOO Returns, Every Period

First TrustFPX

+6.0%

5 years, per year

IVOOVanguard

+7.8%

5 years, per year

FPXIVOOFaded: behind in that period

1–3IVOO wins

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

FPX vs IVOO

YTD

First TrustFPX

+2.7%

IVOOVanguard

+13.9%

+2.7%Year to date+13.9%

−18.9%Worst drop · 1Y−8.8%

26.5%Volatility · 1Y15.0%

0.2%Yield1.2%

$1.4BAssets$3.7B

4–0IVOO wins

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

Cost, Income and Risk

Fees: FPX, IVOO, VBK

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IVOO0.07%$7

FPX0.57%$57

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

Yields: FPX, IVOO, VBK

1.19%highest, IVOO

FundTrailing yieldYield$10k

IVOO1.19%$119

VBK0.42%$42

FPX0.19%$19

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

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

VBK$42 − $5 = $37

FPX$19 − $57 = −$38

KeptFee

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

Overlap: FPX, IVOO, VBK

Today

44.5%most shared, IVOO and VBK

FPXIVOOVBK

FPX—6.9%9.9%

IVOO6.9%—44.5%

VBK9.9%44.5%—

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

Return vs Bumpiness: 3 ETFs

+16.4%IVOO, at 15.0% volatility

IVOOWorst drop−8.8%15.0% vol

VBKWorst drop−11.4%20.5% vol

FPXWorst drop−18.9%26.5% vol

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

Paid More vs Made More

YTD

IVOOVBK

+13.9%Year to date+10.9%

1.2%Yield0.4%

+16.4%Past year+10.8%

0.07%Fee0.05%

3–1IVOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026