FEX vs VOO

AFEX

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common31.6%FEX and VOO

FEX

VOO

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

+20.8%3 years · per year$17,609 · $18,079+21.8%

+9.5%5 years · per year$15,766 · $17,177+11.4%

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

1.03%12-mo yield$103 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · VOO

0.5%BRK-B1.4%

0.5%CVX0.6%

0.4%LLY1.4%

0.4%WFC0.4%

Held in common31.6%

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

End-of-day Nov 6, 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

$15,766

VOO

Vanguard S&P 500

$17,177

MeasureFEXVOO

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield1.03%1.10%

5 years, per year+9.5%+11.4%

3 years, per year+20.8%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y13.3%13.5%

4–2measures won
VOO first

31.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FEX, VOO, SPY

Today

92.2%most shared, VOO and SPY

FEXVOOSPY

FEX—31.6%32.8%

VOO31.6%—92.2%

SPY32.8%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FEX$103 − $57 = $46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee