FCVT vs VOO

AFCVT

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FCVT $11,591

Lowest cost0.03%VOO · $3 on $10k

Most income5.03%VCIT · $503 on $10k

Smallest drop−4.9%VCIT · worst fall in 1Y

Held in common0.1%FCVT and VOO

FCVT

VOO

First Trust SSI Strategic Convertible Securities ETF · $78MVanguard S&P 500 ETF · $1.00T

+16.5%3 years · per year$15,818 · $19,172+24.2%

+3.0%5 years · per year$11,591 · $18,115+12.6%

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

1.23%12-mo yield$123 · $105 on $10k1.05%

−19.3%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCVT · VOO

0.5%LITE0.1%

Held in common0.1%

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

All Three

5Y3 funds

#
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	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B

End-of-day Nov 4, 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%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$78M
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B

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

FCVT vs VOO

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

VOO

Vanguard S&P 500

$18,115

MeasureFCVTVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield1.23%1.05%

5 years, per year+3.0%+12.6%

3 years, per year+16.5%+24.2%

Worst drop · 1Y−19.3%−8.9%

Volatility · 1Y20.8%12.8%

5–1measures won
VOO first

0.1%

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: FCVT, VOO, VCIT

Today

0.1%most shared, FCVT and VOO

FCVTVOOVCIT

FCVT—0.1%[…]

VOO0.1%—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

VOO$105 − $3 = $102

FCVT$123 − $95 = $28

KeptFee

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