Compare · 2 funds side by side · dividends reinvested

FVD and VOO

Not found: SCHD

FVDFirst 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

FVD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.20%+12.4%+15.6%+14.9%+6.7%−7.6%10.5%$8.2B1.4

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%$1.00T1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FVD 2003 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Value Line Dividend Index Fund · $8.2B$13,819

FVD

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

FVDMeasureVOO

+12.4%Year to dateJan 1 → Nov 3+11.5%

+15.6%1 yearTotal return+11.9%

+14.9%3 years · per year$10,000 became $15,150 · $19,094+24.1%

+6.7%5 years · per year$10,000 became $13,819 · $17,749+12.2%

0.62%Expense ratio$62 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $107 a year on $10k1.07%

−7.6%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer12.7%

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

5–3FVD wins

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

More Ways to See the Pairs

FVD vs VOO: Top 5 Holdings

Today

FVD

2.2%in top 5

VOO

in top 528.3%

FVDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.4%PPGnot top 5

0.4%AZNnot top 5

0.4%ATRnot top 5

0.4%GILDnot top 5

0.4%LECOnot top 5

Held in common18.2%

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

FVD vs VOO Returns, Every Period

First TrustFVD

+6.7%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

FVDVOOFaded: behind in that period

2–2Level

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

Income vs Core: FVD vs VOO

YTD

First TrustFVD

+12.4%

VOOVanguard

+11.5%

+12.4%Year to date+11.5%

−7.6%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y12.7%

2.2%Yield1.1%

$8.2BAssets$1.00T

4–0FVD wins

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

Cost, Income and Risk

Fees: FVD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FVD0.62%$62

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

Yields: FVD, VOO

2.20%highest, FVD

FundTrailing yieldYield$10k

FVD2.20%$220

VOO1.07%$107

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

Income After Fees on $10,000

$158most kept, FVD

FVD$220 − $62 = $158

VOO$107 − $3 = $104

KeptFee

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

Overlap: FVD, VOO

Today

18.2%most shared, FVD and VOO

FVDVOO

FVD—18.2%

VOO18.2%—

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

Return vs Bumpiness: 2 ETFs

+15.6%FVD, at 10.5% volatility

FVDWorst drop−7.6%10.5% 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

FVDVOO

+12.4%Year to date+11.5%

2.2%Yield1.1%

+15.6%Past year+11.9%

0.62%Fee0.03%

3–1FVD wins

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