FCEF vs VOO

AFCEF

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · FCEF $12,517

Lowest cost0.03%VOO · $3 on $10k

Most income7.30%FCEF · $730 on $10k

Smallest drop−7.0%FCEF · worst fall in 1Y

Held in common0.0%FCEF and VOO

FCEF

VOO

First Trust Income Opportunities ETF · $81MVanguard S&P 500 ETF · $1.00T

+16.1%3 years · per year$15,633 · $18,224+22.1%

+4.6%5 years · per year$12,517 · $17,156+11.4%

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

7.30%12-mo yield$730 · $110 on $10k1.10%

−7.0%Worst dropSmaller wins−8.9%

8.5%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFCEF · VOO

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

Held in common0.0%

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AFCEF	First Trust Income Opportunities ETFRead Desk		0.85%	7.30%	−2.3%	+3.7%	+6.4%	+16.1%	+4.6%	−7.0%	$81M

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AFCEF	First Trust Income Opportunities ETFRead Desk		0.85%	7.30%	−2.3%	+3.7%	+6.4%	+16.1%	+4.6%	−7.0%	$81M

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

Cards for this view

FCEF vs VOO

FCEF

First Trust Income Opportunities

$12,517

VOO

Vanguard S&P 500

$17,156

MeasureFCEFVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield7.30%1.10%

5 years, per year+4.6%+11.4%

3 years, per year+16.1%+22.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y8.5%13.5%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FCEF, VOO

Today

0.0%most shared, FCEF and VOO

FCEFVOO

FCEF—0.0%

VOO0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$645most kept, FCEF

FCEF$730 − $85 = $645

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee