FAD vs VOO

AFAD

BVOO

Measures won0–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common20.6%FAD and VOO

FAD

VOO

First Trust Multi Cap Growth AlphaDEX Fund · $571MVanguard S&P 500 ETF · $1.00T

+21.8%3 years · per year$18,091 · $18,079+21.8%

+6.6%5 years · per year$13,775 · $17,177+11.4%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

0.09%12-mo yield$9 · $110 on $10k1.10%

−15.8%Worst dropSmaller wins−8.9%

21.5%VolatilityLower wins13.5%

0–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAD · VOO

0.5%LLY1.4%

0.4%AMZN3.7%

0.4%AAPL7.4%

0.4%CRWD0.4%

Held in common20.6%

End-of-day Nov 6, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$571M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$571M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAD vs VOO

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$13,775

VOO

Vanguard S&P 500

$17,177

MeasureFADVOO

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield0.09%1.10%

5 years, per year+6.6%+11.4%

3 years, per year+21.8%+21.8%

Worst drop · 1Y−15.8%−8.9%

Volatility · 1Y21.5%13.5%

5–0measures won
VOO first

20.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FAD, VOO, SPY

Today

92.2%most shared, VOO and SPY

FADVOOSPY

FAD—20.6%20.3%

VOO20.6%—92.2%

SPY20.3%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FAD$9 − $63 = −$54

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee