FCTR vs VOO

AFCTR

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FCTR $9,638

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 common19.4%FCTR and VOO

FCTR

VOO

First Trust Lunt U.S. Factor Rotation ETF · $46MVanguard S&P 500 ETF · $1.00T

+13.2%3 years · per year$14,489 · $19,172+24.2%

−0.7%5 years · per year$9,638 · $18,115+12.6%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $105 on $10k1.05%

−21.3%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins12.8%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · VOO

1.5%MU1.8%

1.0%TSLA1.5%

1.3%INTC0.9%

1.1%PLTR0.7%

Held in common19.4%

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$46M

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$46M

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

FCTR vs VOO

FCTR

First Trust Lunt U.S. Factor Rotation

$9,638

VOO

Vanguard S&P 500

$18,115

MeasureFCTRVOO

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.64%1.05%

5 years, per year−0.7%+12.6%

3 years, per year+13.2%+24.2%

Worst drop · 1Y−21.3%−8.9%

Volatility · 1Y21.2%12.8%

6–0measures won
VOO first

19.4%

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: FCTR, VOO

Today

19.4%most shared, FCTR and VOO

FCTRVOO

FCTR—19.4%

VOO19.4%—

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

FCTR$64 − $65 = −$1

KeptFee

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