Compare · 2 funds side by side · dividends reinvested

FVD and VOO

FVDFirst 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

FVD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.16%+14.9%+18.5%+15.3%+7.4%−7.6%10.7%$8.1B1.4

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%$1.00T1.6

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: FVD 2003 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Value Line Dividend Index Fund · $8.1B$14,259

FVD

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

FVDMeasureVOO

+14.9%Year to dateJan 1 → Nov 4+13.4%

+18.5%1 yearTotal return+13.5%

+15.3%3 years · per year$10,000 became $15,339 · $19,172+24.2%

+7.4%5 years · per year$10,000 became $14,259 · $18,115+12.6%

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

2.16%Trailing 12-mo yield$216 · $105 a year on $10k1.05%

−7.6%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer12.8%

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

5–3FVD wins

End-of-day Nov 4, 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

2.5%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%

0.7%KMBnot top 5

0.5%ATRnot top 5

0.5%PPGnot top 5

0.4%LECOnot top 5

0.4%AONnot top 5

Held in common18.0%

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

FVD vs VOO Returns, Every Period

First TrustFVD

+7.4%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

FVDVOOFaded: behind in that period

2–2Level

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

Income vs Core: FVD vs VOO

YTD

First TrustFVD

+14.9%

VOOVanguard

+13.4%

+14.9%Year to date+13.4%

−7.6%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y12.8%

2.2%Yield1.1%

$8.1BAssets$1.00T

4–0FVD wins

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

Yields: FVD, VOO

2.16%highest, FVD

FundTrailing yieldYield$10k

FVD2.16%$216

VOO1.05%$105

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

Income After Fees on $10,000

$154most kept, FVD

FVD$216 − $62 = $154

VOO$105 − $3 = $102

KeptFee

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

Overlap: FVD, VOO

Today

18.0%most shared, FVD and VOO

FVDVOO

FVD—18.0%

VOO18.0%—

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

Return vs Bumpiness: 2 ETFs

+18.5%FVD, at 10.7% volatility

FVDWorst drop−7.6%10.7% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

FVDVOO

+14.9%Year to date+13.4%

2.2%Yield1.1%

+18.5%Past year+13.5%

0.62%Fee0.03%

3–1FVD 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%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026