FEX vs VOO

AFEX

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FEX $16,562

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common32.0%FEX and VOO

FEX

VOO

First Trust Large Cap Core AlphaDEX Fund · $1.6BVanguard S&P 500 ETF · $1.00T

+22.8%3 years · per year$18,539 · $19,172+24.2%

+10.6%5 years · per year$16,562 · $18,115+12.6%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.99%12-mo yield$99 · $105 on $10k1.05%

−6.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · VOO

0.5%BRK-B1.4%

0.5%CVX0.6%

0.4%LLY1.4%

0.4%CRWD0.4%

Held in common32.0%

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

FEX vs VOO

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

VOO

Vanguard S&P 500

$18,115

MeasureFEXVOO

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.99%1.05%

5 years, per year+10.6%+12.6%

3 years, per year+22.8%+24.2%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y12.9%12.8%

5–1measures won
VOO first

32.0%

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%

$185BAssets$798B

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$872B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FEX, VOO

Today

32.0%most shared, FEX and VOO

FEXVOO

FEX—32.0%

VOO32.0%—

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

FEX$99 − $57 = $42

KeptFee

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