Compare · 3 funds side by side · dividends reinvested

FXO, USVM and VUG

FXOFirst Trust×USVMVictoryShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

FXO, USVM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.91%+18.5%+23.2%+21.3%+9.3%−8.4%14.4%$1.8B1.6

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.13%+10.9%+17.6%+23.4%+9.2%−11.7%15.1%$1.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FXO 2007 · USVM 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,534

FXO

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,567

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

FXOMeasureUSVM

+10.9%Year to dateJan 1 → Nov 9+18.5%

+17.6%1 yearTotal return+23.2%

+23.4%3 years · per year$10,000 became $18,808 · $17,856+21.3%

+9.2%5 years · per year$10,000 became $15,534 · $15,567+9.3%

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

2.13%Trailing 12-mo yield$213 · $191 a year on $10k1.91%

−11.7%Worst dropSmaller is better−8.4%

15.1%VolatilityLower is calmer14.4%

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

2–6USVM wins

End-of-day Nov 9, 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

9.1%in top 5

USVM

in top 53.6%

FXOStockUSVM

1.8%CHYMnot top 5

1.8%CINFnot top 5

1.8%ACGLnot top 5

1.8%ALLnot top 5

1.8%BRK-Bnot top 5

not top 5PNW0.8%

not top 5SWX0.7%

not top 5SR0.7%

not top 5AVA0.7%

not top 5KRG0.7%

Held in common8.8%

End-of-day Nov 9, 2026 · share of each fund

FXO vs USVM Returns, Every Period

First TrustFXO

+9.2%

5 years, per year

USVMVictoryShares

+9.3%

5 years, per year

FXOUSVMFaded: behind in that period

1–3USVM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FXO vs USVM

YTD

First TrustFXO

+10.9%

USVMVictoryShares

+18.5%

+10.9%Year to date+18.5%

−11.7%Worst drop · 1Y−8.4%

15.1%Volatility · 1Y14.4%

2.1%Yield1.9%

$1.1BAssets$1.8B

3–1USVM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXO, USVM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USVM0.22%$22

FXO0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FXO, USVM, VUG

2.13%highest, FXO

FundTrailing yieldYield$10k

FXO2.13%$213

USVM1.91%$191

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

FXO$213 − $60 = $153

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FXO, USVM, VUG

Today

8.8%most shared, FXO and USVM

FXOUSVMVUG

FXO—8.8%0.6%

USVM8.8%—0.0%

VUG0.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.2%USVM, at 14.4% volatility

USVMWorst drop−8.4%14.4% vol

FXOWorst drop−11.7%15.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FXOUSVM

+10.9%Year to date+18.5%

2.1%Yield1.9%

+17.6%Past year+23.2%

0.60%Fee0.22%

3–1USVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026