First Trust Utilities AlphaDEX Fund · $776M$17,625
FXUFXU vsVOOVOOVanguard S&P 500 ETF · $1.00T$17,156
$10,000 five years ago, dividends reinvested · they hold 2.0% in common
FXUMeasureVOO
Returns · dividends reinvested
+9.3%Year to dateJan 1 → Nov 5+8.4%
+7.9%1 yearTotal return+9.8%
+22.1%3 years · per year$10,000 became $18,195 · $18,224+22.1%
+12.0%5 years · per year$10,000 became $17,625 · $17,156+11.4%
Cost and income
0.61%Expense ratio$61 · $3 a year on $10k · lower is better0.03%
2.32%Trailing 12-mo yield$232 · $110 a year on $10k1.10%
Risk · past year
−14.0%Worst dropSmaller is better−8.9%
14.3%VolatilityLower is calmer13.5%
FXUVOO Winner of the row, in its colourEach row: the bigger of the two fills its side
3–4VOO wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns