Compare · 2 funds side by side · dividends reinvested

FXO and VUG

FXOFirst Trust×VUGVanguard×

Versus in desk

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

02 / 04

FXO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.13%+10.9%+17.6%+23.4%+9.2%−11.7%15.1%$1.1B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

FXO

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

FXOMeasureVUG

+10.9%Year to dateJan 1 → Nov 9+4.2%

+17.6%1 yearTotal return+4.7%

+23.4%3 years · per year$10,000 became $18,808 · $18,569+22.9%

+9.2%5 years · per year$10,000 became $15,534 · $16,565+10.6%

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

2.13%Trailing 12-mo yield$213 · $41 a year on $10k0.41%

−11.7%Worst dropSmaller is better−15.1%

15.1%VolatilityLower is calmer19.1%

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

6–2FXO 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 VUG: Top 5 Holdings

Today

FXO

9.1%in top 5

VUG

in top 545.2%

FXOStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.6%

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

FXO vs VUG Returns, Every Period

First TrustFXO

+9.2%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

FXOVUGFaded: behind in that period

3–1FXO wins

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

Sector vs Stocks: FXO vs VUG

YTD

First TrustFXO

+10.9%

VUGVanguard

+4.2%

+10.9%Year to date+4.2%

−11.7%Worst drop · 1Y−15.1%

15.1%Volatility · 1Y19.1%

2.1%Yield0.4%

$1.1BAssets$233B

4–0FXO wins

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

Cost, Income and Risk

Fees: FXO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FXO0.60%$60

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

Yields: FXO, VUG

2.13%highest, FXO

FundTrailing yieldYield$10k

FXO2.13%$213

VUG0.41%$41

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

Income After Fees on $10,000

$153most kept, FXO

FXO$213 − $60 = $153

VUG$41 − $3 = $38

KeptFee

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

Overlap: FXO, VUG

Today

0.6%most shared, FXO and VUG

FXOVUG

FXO—0.6%

VUG0.6%—

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

Return vs Bumpiness: 2 ETFs

+17.6%FXO, at 15.1% volatility

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

FXOVUG

+10.9%Year to date+4.2%

2.1%Yield0.4%

+17.6%Past year+4.7%

0.60%Fee0.03%

3–1FXO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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