FNK vs VOO

AFNK

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.55%FNK · $155 on $10k

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

Held in common0.6%FNK and VOO

FNK

VOO

First Trust Mid Cap Value AlphaDEX Fund · $238MVanguard S&P 500 ETF · $1.00T

+16.2%3 years · per year$15,681 · $18,079+21.8%

+8.4%5 years · per year$14,968 · $17,177+11.4%

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

1.55%12-mo yield$155 · $110 on $10k1.10%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNK · VOO

0.6%HST0.0%

0.7%APA0.0%

0.7%TSN0.0%

0.4%SWK0.0%

Held in common0.6%

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%	$777.7B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

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%	$777.7B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M

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

FNK vs VOO

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

VOO

Vanguard S&P 500

$17,177

MeasureFNKVOO

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield1.55%1.10%

5 years, per year+8.4%+11.4%

3 years, per year+16.2%+21.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.5%

5–1measures won
VOO first

0.6%

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%

$178BAssets$778B

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$853B

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: FNK, VOO, SPY

Today

92.2%most shared, VOO and SPY

FNKVOOSPY

FNK—0.6%0.7%

VOO0.6%—92.2%

SPY0.7%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

FNK$155 − $74 = $81

KeptFee

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