Compare · 2 funds side by side · dividends reinvested

FXD and VOO

FXDFirst 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

FXD 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%$1.00T1.0

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.65%+7.5%+12.3%+16.5%+4.6%−13.9%20.9%$270M2.0

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: FXD 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Consumer Discretionary AlphaDEX Fund · $270M$12,492

FXD

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

FXDMeasureVOO

+7.5%Year to dateJan 1 → Nov 4+13.4%

+12.3%1 yearTotal return+13.5%

+16.5%3 years · per year$10,000 became $15,815 · $19,172+24.2%

+4.6%5 years · per year$10,000 became $12,492 · $18,115+12.6%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $105 a year on $10k1.05%

−13.9%Worst dropSmaller is better−8.9%

20.9%VolatilityLower is calmer12.8%

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

0–8VOO wins

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

More Ways to See the Pairs

FXD vs VOO: Top 5 Holdings

Today

FXD

8.5%in top 5

VOO

in top 528.3%

FXDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.8%CROXnot top 5

1.7%MATnot top 5

1.7%SIRInot top 5

1.7%CCLnot top 5

1.6%SNnot top 5

Held in common5.1%

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

FXD vs VOO Returns, Every Period

First TrustFXD

+4.6%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

FXDVOOFaded: behind in that period

0–4VOO wins

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

Sector vs Core: FXD vs VOO

YTD

First TrustFXD

+7.5%

VOOVanguard

+13.4%

+7.5%Year to date+13.4%

−13.9%Worst drop · 1Y−8.9%

20.9%Volatility · 1Y12.8%

0.7%Yield1.1%

$270MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: FXD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FXD0.60%$60

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

Yields: FXD, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

FXD0.65%$65

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

FXD$65 − $60 = $5

KeptFee

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

Overlap: FXD, VOO

Today

5.1%most shared, FXD and VOO

FXDVOO

FXD—5.1%

VOO5.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

FXDWorst drop−13.9%20.9% vol

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

Paid More vs Made More

YTD

VOOFXD

+13.4%Year to date+7.5%

1.1%Yield0.7%

+13.5%Past year+12.3%

0.03%Fee0.60%

4–0VOO 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