DFII vs VOO

ADFII

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income20.45%DFII · $2,045 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common[…]DFII and VOO

DFII

VOO

FT Vest Bitcoin Strategy & Target Income ETF · $20MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

20.45%12-mo yield$2,045 · $107 on $10k1.07%

−42.6%Worst dropSmaller wins−8.9%

41.9%VolatilityLower wins13.7%

1–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFII vs VOO

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

VOO

Vanguard S&P 500

$17,543

MeasureDFIIVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield20.45%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−42.6%−8.9%

Volatility · 1Y41.9%13.7%

3–1measures won
VOO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFII, VOO, TDIV

Today

13.3%most shared, VOO and TDIV

DFIIVOOTDIV

DFII—[…][…]

VOO[…]—13.3%

TDIV[…]13.3%—

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

Income After Fees on $10,000

$1,960most kept, DFII

DFII$2,045 − $85 = $1,960

VOO$107 − $3 = $104

TDIV$142 − $50 = $92

KeptFee

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