FCVT vs VOO

AFCVT

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · FCVT $11,162

Lowest cost0.03%VOO · $3 on $10k

Most income6.49%PYLD · $649 on $10k

Smallest drop−3.2%PYLD · worst fall in 1Y

Held in common0.1%FCVT and VOO

FCVT

VOO

First Trust SSI Strategic Convertible Securities ETF · $75MVanguard S&P 500 ETF · $1.00T

+15.4%3 years · per year$15,387 · $18,159+22.0%

+2.2%5 years · per year$11,162 · $17,543+11.9%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $107 on $10k1.07%

−22.3%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.7%

1–5VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFCVT · VOO

0.4%LITE0.1%

Held in common0.1%

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 Four

5Y4 funds

#
1	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
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	PYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk	0.66%	6.49%	+0.2%	+1.2%	+2.3%	+8.3%	new	−3.2%	$16.8B

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

All Four

5Y4 funds

#
1	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
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	PYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk	0.66%	6.49%	+0.2%	+1.2%	+2.3%	+8.3%	new	−3.2%	$16.8B

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

FCVT vs VOO

FCVT

First Trust SSI Strategic Convertible Securities

$11,162

VOO

Vanguard S&P 500

$17,543

MeasureFCVTVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.25%1.07%

5 years, per year+2.2%+11.9%

3 years, per year+15.4%+22.0%

Worst drop · 1Y−22.3%−8.9%

Volatility · 1Y21.2%13.7%

5–1measures won
VOO first

0.1%

holdings shared

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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$853B

0–0level

End-of-day Nov 9, 2026

Overlap: FCVT, PYLD, VOO, BND

Today

0.1%most shared, FCVT and VOO

FCVTPYLDVOOBND

FCVT—0.0%0.1%[…]

PYLD0.0%—0.0%[…]

VOO0.1%0.0%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$583most kept, PYLD

PYLD$649 − $66 = $583

BND$412 − $3 = $409

VOO$107 − $3 = $104

FCVT$125 − $95 = $30

KeptFee

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