Compare · 2 funds side by side · dividends reinvested

FTXO and VFH

FTXOFirst Trust×VFHVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,281VFH · best of the two

02 / 04

FTXO and VFH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Bank ETFSectors · Financials0.60%1.92%+7.2%+17.7%+31.0%+5.3%−16.7%19.7%$244M1.5

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B1.5

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: FTXO 2016 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Bank ETF · $244M$12,960

FTXO

VFH

Vanguard Financials ETF · $12.7B$15,281

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

FTXOMeasureVFH

+7.2%Year to dateJan 1 → Nov 3+5.4%

+17.7%1 yearTotal return+10.9%

+31.0%3 years · per year$10,000 became $22,506 · $19,298+24.5%

+5.3%5 years · per year$10,000 became $12,960 · $15,281+8.9%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.92%Trailing 12-mo yield$192 · $169 a year on $10k1.69%

−16.7%Worst dropSmaller is better−14.7%

19.7%VolatilityLower is calmer14.8%

FTXOVFH 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

FTXO vs VFH: Top 5 Holdings

Today

FTXO

38.0%in top 5

VFH

in top 535.3%

FTXOStockVFH

7.8%JPM10.4%

not top 5BRK-B8.3%

7.9%USBnot top 5

7.9%WFCnot top 5

7.7%Cnot top 5

not top 5V7.1%

6.6%BAC4.2%

not top 5MA5.3%

Held in common24.0%

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

FTXO vs VFH Returns, Every Period

First TrustFTXO

+5.3%

5 years, per year

VFHVanguard

+8.9%

5 years, per year

FTXOVFHFaded: behind in that period

3–1FTXO wins

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

FTXO vs VFH

YTD

First TrustFTXO

+7.2%

VFHVanguard

+5.4%

+7.2%Year to date+5.4%

−16.7%Worst drop · 1Y−14.7%

19.7%Volatility · 1Y14.8%

1.9%Yield1.7%

$244MAssets$12.7B

2–2level

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

Cost, Income and Risk

Fees: FTXO, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

FTXO0.60%$60

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

Yields: FTXO, VFH

1.92%highest, FTXO

FundTrailing yieldYield$10k

FTXO1.92%$192

VFH1.69%$169

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

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

FTXO$192 − $60 = $132

KeptFee

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

Overlap: FTXO, VFH

Today

24.0%most shared, FTXO and VFH

FTXOVFH

FTXO—24.0%

VFH24.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%FTXO, at 19.7% volatility

VFHWorst drop−14.7%14.8% vol

FTXOWorst drop−16.7%19.7% vol

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

Paid More vs Made More

YTD

FTXOVFH

+7.2%Year to date+5.4%

1.9%Yield1.7%

+17.7%Past year+10.9%

0.60%Fee0.09%

3–1FTXO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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