FITE vs VO

AFITE

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common4.6%FITE and VO

FITE

State Street SPDR S&P Kensho Future Security ETF · $153MVanguard Morningstar Mid-Cap ETF · $103B

+33.6%3 years · per year$23,859 · $17,578+20.7%

+15.5%5 years · per year$20,557 · $14,290+7.4%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.11%12-mo yield$11 · $134 on $10k1.34%

−15.3%Worst dropSmaller wins−8.2%

28.8%VolatilityLower wins12.4%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · VO

1.6%NET1.1%

1.3%DDOG0.9%

0.6%COHR0.6%

1.2%FTNT0.6%

Held in common4.6%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

FITE vs VO

FITE

SPDR S&P Kensho Future Security

$20,557

Vanguard Morningstar Mid-Cap

$14,290

MeasureFITEVO

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.11%1.34%

5 years, per year+15.5%+7.4%

3 years, per year+33.6%+20.7%

Worst drop · 1Y−15.3%−8.2%

Volatility · 1Y28.8%12.4%

4–2measures won
VO first

4.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FITE, VO

Today

4.6%most shared, FITE and VO

FITEVO

FITE—4.6%

VO4.6%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

FITE$11 − $45 = −$34

KeptFee

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