FMF vs VOO

AFMF

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income4.82%FMF · $482 on $10k

Smallest drop−4.5%FMF · worst fall in 1Y

Held in common[…]FMF and VOO

FMF

VOO

First Trust Managed Futures Strategy Fund · $298MVanguard S&P 500 ETF · $1.00T

+6.3%3 years · per year$12,008 · $19,094+24.1%

+5.1%5 years · per year$12,795 · $17,749+12.2%

0.98%Expense ratio$98 · $3 on $10k · lower wins0.03%

4.82%12-mo yield$482 · $107 on $10k1.07%

−4.5%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFMF · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AFMF	First Trust Managed Futures Strategy FundRead Desk	0.98%	4.82%	+0.6%	+11.0%	+12.2%	+6.3%	+5.1%	−4.5%	$298M

End-of-day Nov 3, 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%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AFMF	First Trust Managed Futures Strategy FundRead Desk	0.98%	4.82%	+0.6%	+11.0%	+12.2%	+6.3%	+5.1%	−4.5%	$298M

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

Cards for this view

FMF vs VOO

FMF

First Trust Managed Futures Strategy Fund

$12,795

VOO

Vanguard S&P 500

$17,749

MeasureFMFVOO

Fee0.98%0.03%

Cost on $10k a year$98$3

Yield4.82%1.07%

5 years, per year+5.1%+12.2%

3 years, per year+6.3%+24.1%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y9.6%12.7%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FMF, VOO, IVV

Today

94.5%most shared, VOO and IVV

FMFVOOIVV

FMF—[…][…]

VOO[…]—94.5%

IVV[…]94.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$384most kept, FMF

FMF$482 − $98 = $384

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee