Compare · 2 funds side by side · dividends reinvested

FXO and USVM

FXOFirst Trust×USVMVictoryShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,914USVM · best of the two

02 / 04

FXO and USVM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.88%+18.4%+21.9%+22.8%+9.7%−8.4%13.8%$1.9B1.3

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.16%+9.2%+15.3%+25.0%+8.7%−11.7%14.7%$1.1B1.8

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: FXO 2007 · USVM 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,194

FXO

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,914

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

FXOMeasureUSVM

+9.2%Year to dateJan 1 → Nov 3+18.4%

+15.3%1 yearTotal return+21.9%

+25.0%3 years · per year$10,000 became $19,541 · $18,497+22.8%

+8.7%5 years · per year$10,000 became $15,194 · $15,914+9.7%

0.60%Expense ratio$60 · $22 a year on $10k · lower is better0.22%

2.16%Trailing 12-mo yield$216 · $188 a year on $10k1.88%

−11.7%Worst dropSmaller is better−8.4%

14.7%VolatilityLower is calmer13.8%

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

2–6USVM wins

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

More Ways to See the Pairs

FXO vs USVM: Top 5 Holdings

Today

FXO

9.0%in top 5

USVM

in top 53.6%

FXOStockUSVM

1.9%ALLnot top 5

1.8%ACGLnot top 5

1.8%CINFnot top 5

1.8%WTM0.7%

1.8%EGnot top 5

not top 5PNW0.8%

not top 5SWX0.7%

not top 5KRG0.7%

not top 5SR0.7%

Held in common8.7%

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

FXO vs USVM Returns, Every Period

First TrustFXO

+8.7%

5 years, per year

USVMVictoryShares

+9.7%

5 years, per year

FXOUSVMFaded: behind in that period

1–3USVM wins

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

Sector vs Stocks: FXO vs USVM

YTD

First TrustFXO

+9.2%

USVMVictoryShares

+18.4%

+9.2%Year to date+18.4%

−11.7%Worst drop · 1Y−8.4%

14.7%Volatility · 1Y13.8%

2.2%Yield1.9%

$1.1BAssets$1.9B

3–1USVM wins

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

Cost, Income and Risk

Fees: FXO, USVM

Today

0.22%lowest, USVM

FundExpense ratioFee$10k

USVM0.22%$22

FXO0.60%$60

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

Yields: FXO, USVM

2.16%highest, FXO

FundTrailing yieldYield$10k

FXO2.16%$216

USVM1.88%$188

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

Income After Fees on $10,000

$166most kept, USVM

USVM$188 − $22 = $166

FXO$216 − $60 = $156

KeptFee

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

Overlap: FXO, USVM

Today

8.7%most shared, FXO and USVM

FXOUSVM

FXO—8.7%

USVM8.7%—

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

Return vs Bumpiness: 2 ETFs

+21.9%USVM, at 13.8% volatility

USVMWorst drop−8.4%13.8% vol

FXOWorst drop−11.7%14.7% vol

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

Paid More vs Made More

YTD

FXOUSVM

+9.2%Year to date+18.4%

2.2%Yield1.9%

+15.3%Past year+21.9%

0.60%Fee0.22%

3–1USVM 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