FPEI vs VOO

AFPEI

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · FPEI $11,949

Lowest cost0.03%VOO · $3 on $10k

Most income6.06%FPEI · $606 on $10k

Smallest drop−3.6%FPEI · worst fall in 1Y

Held in common0.0%FPEI and VOO

FPEI

VOO

First Trust Institutional Preferred Securities & Income ETF · $1.9BVanguard S&P 500 ETF · $1.00T

+9.9%3 years · per year$13,281 · $18,079+21.8%

+3.6%5 years · per year$11,949 · $17,177+11.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

6.06%12-mo yield$606 · $110 on $10k1.10%

−3.6%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPEI · VOO

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.06%	+0.3%	+0.6%	+1.6%	+9.9%	+3.6%	−3.6%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.06%	+0.3%	+0.6%	+1.6%	+9.9%	+3.6%	−3.6%	$1.9B

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

FPEI vs VOO

FPEI

First Trust Institutional Preferred Securities & Income

$11,949

VOO

Vanguard S&P 500

$17,177

MeasureFPEIVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield6.06%1.10%

5 years, per year+3.6%+11.4%

3 years, per year+9.9%+21.8%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y4.0%13.5%

3–3measures won
level

0.0%

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: FPEI, VOO

Today

0.0%most shared, FPEI and VOO

FPEIVOO

FPEI—0.0%

VOO0.0%—

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

Income After Fees on $10,000

$521most kept, FPEI

FPEI$606 − $85 = $521

VOO$110 − $3 = $107

KeptFee

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