Compare · 2 funds side by side · dividends reinvested

SHRY and VOO

SHRYFirst Trust×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

SHRY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.54%+16.3%+17.9%+19.9%+9.2%−7.6%13.0%$17M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

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: SHRY 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$15,510

SHRY

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

SHRYMeasureVOO

+16.3%Year to dateJan 1 → Nov 3+11.5%

+17.9%1 yearTotal return+11.9%

+19.9%3 years · per year$10,000 became $17,215 · $19,094+24.1%

+9.2%5 years · per year$10,000 became $15,510 · $17,749+12.2%

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

1.54%Trailing 12-mo yield$154 · $107 a year on $10k1.07%

−7.6%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

SHRY vs VOO: Top 5 Holdings

Today

SHRY

19.1%in top 5

VOO

in top 528.3%

SHRYStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.9%PYPLnot top 5

4.1%HIGnot top 5

not top 5AMZN3.7%

3.4%PAYXnot top 5

3.3%METnot top 5

3.3%UPSnot top 5

not top 5GOOGL3.1%

Held in common13.5%

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

SHRY vs VOO Returns, Every Period

First TrustSHRY

+9.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

SHRYVOOFaded: behind in that period

2–2Level

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

Unsorted vs Core: SHRY vs VOO

YTD

First TrustSHRY

+16.3%

VOOVanguard

+11.5%

+16.3%Year to date+11.5%

−7.6%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.7%

1.5%Yield1.1%

$17.0MAssets$1.00T

3–1SHRY wins

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

Cost, Income and Risk

Fees: SHRY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SHRY0.60%$60

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

Yields: SHRY, VOO

1.54%highest, SHRY

FundTrailing yieldYield$10k

SHRY1.54%$154

VOO1.07%$107

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SHRY$154 − $60 = $94

KeptFee

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

Overlap: SHRY, VOO

Today

13.5%most shared, SHRY and VOO

SHRYVOO

SHRY—13.5%

VOO13.5%—

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

Return vs Bumpiness: 2 ETFs

+17.9%SHRY, at 13.0% volatility

VOOWorst drop−8.9%12.7% vol

SHRYWorst drop−7.6%13.0% vol

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

Paid More vs Made More

YTD

SHRYVOO

+16.3%Year to date+11.5%

1.5%Yield1.1%

+17.9%Past year+11.9%

0.60%Fee0.03%

3–1SHRY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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