FNK vs VOO

AFNK

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.50%FNK · $150 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.6%FNK and VOO

FNK

VOO

First Trust Mid Cap Value AlphaDEX Fund · $241MVanguard S&P 500 ETF · $1.00T

+17.9%3 years · per year$16,403 · $19,172+24.2%

+9.3%5 years · per year$15,587 · $18,115+12.6%

0.74%Expense ratio$74 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $105 on $10k1.05%

−9.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNK · VOO

0.6%HST0.0%

0.8%APA0.0%

0.6%TSN0.0%

0.3%SWK0.0%

Held in common0.6%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	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
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	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
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M

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

FNK vs VOO

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,587

VOO

Vanguard S&P 500

$18,115

MeasureFNKVOO

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield1.50%1.05%

5 years, per year+9.3%+12.6%

3 years, per year+17.9%+24.2%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.7%12.8%

5–1measures won
VOO first

0.6%

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

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

Overlap: FNK, VOO, IVV

Today

94.5%most shared, VOO and IVV

FNKVOOIVV

FNK—0.6%0.6%

VOO0.6%—94.5%

IVV0.6%94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

FNK$150 − $74 = $76

KeptFee

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