Compare · 2 funds side by side · dividends reinvested

FRI and VOO

FRIFirst Trust×VOOVanguard×

Versus in desk

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

02 / 04

FRI and VOO, 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%$1.00T1.4

First Trust S&P REIT Index FundSectors · Real estate0.51%2.52%+17.9%+17.8%+17.3%+3.9%−12.1%13.6%$203M1.6

Rank among the two1st → 2ndFee, 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: FRI 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P REIT Index Fund · $203M$12,099

FRI

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

FRIMeasureVOO

+17.9%Year to dateJan 1 → Nov 4+13.4%

+17.8%1 yearTotal return+13.5%

+17.3%3 years · per year$10,000 became $16,141 · $19,172+24.2%

+3.9%5 years · per year$10,000 became $12,099 · $18,115+12.6%

0.51%Expense ratio$51 · $3 a year on $10k · lower is better0.03%

2.52%Trailing 12-mo yield$252 · $105 a year on $10k1.05%

−12.1%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.8%

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

3–5VOO wins

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

More Ways to See the Pairs

FRI vs VOO: Top 5 Holdings

Today

FRI

36.0%in top 5

VOO

in top 528.3%

FRIStockVOO

12.8%WELLnot top 5

9.1%PLDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.8%SPGnot top 5

4.7%DLRnot top 5

4.7%EQIXnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.4%

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

FRI vs VOO Returns, Every Period

First TrustFRI

+3.9%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

FRIVOOFaded: behind in that period

2–2Level

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

Sector vs Core: FRI vs VOO

YTD

First TrustFRI

+17.9%

VOOVanguard

+13.4%

+17.9%Year to date+13.4%

−12.1%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.8%

2.5%Yield1.1%

$203MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: FRI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FRI0.51%$51

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

Yields: FRI, VOO

2.52%highest, FRI

FundTrailing yieldYield$10k

FRI2.52%$252

VOO1.05%$105

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

Income After Fees on $10,000

$201most kept, FRI

FRI$252 − $51 = $201

VOO$105 − $3 = $102

KeptFee

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

Overlap: FRI, VOO

Today

1.4%most shared, FRI and VOO

FRIVOO

FRI—1.4%

VOO1.4%—

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

Return vs Bumpiness: 2 ETFs

+17.8%FRI, at 13.6% volatility

VOOWorst drop−8.9%12.8% vol

FRIWorst drop−12.1%13.6% vol

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

Paid More vs Made More

YTD

FRIVOO

+17.9%Year to date+13.4%

2.5%Yield1.1%

+17.8%Past year+13.5%

0.51%Fee0.03%

3–1FRI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026