DVLU vs VOO

ADVLU

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · DVLU $17,248

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common6.1%DVLU and VOO

DVLU

VOO

First Trust Dorsey Wright Momentum & Value ETF · $47MVanguard S&P 500 ETF · $1.00T

+23.7%3 years · per year$18,938 · $19,172+24.2%

+11.5%5 years · per year$17,248 · $18,115+12.6%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $105 on $10k1.05%

−12.2%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins12.8%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · VOO

1.3%JPM1.3%

0.7%MU1.8%

2.6%CVX0.6%

1.1%MS0.3%

Held in common6.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.78%	+0.5%	+10.4%	+16.8%	+23.7%	+11.5%	−12.2%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.78%	+0.5%	+10.4%	+16.8%	+23.7%	+11.5%	−12.2%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVLU vs VOO

DVLU

First Trust Dorsey Wright Momentum & Value

$17,248

VOO

Vanguard S&P 500

$18,115

MeasureDVLUVOO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.78%1.05%

5 years, per year+11.5%+12.6%

3 years, per year+23.7%+24.2%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y16.1%12.8%

6–0measures won
VOO first

6.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: DVLU, VOO

Today

6.1%most shared, DVLU and VOO

DVLUVOO

DVLU—6.1%

VOO6.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

DVLU$78 − $60 = $18

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee