FPX vs IVOO

AFPX

BIVOO

Measures won1–5IVOO wins · of 6 · 5Y

$10,000 · 5Y$13,806IVOO · FPX $12,364

Lowest cost0.07%IVOO · $7 on $10k

Most income1.23%IVOO · $123 on $10k

Smallest drop−8.8%IVOO · worst fall in 1Y

Held in common6.9%FPX and IVOO

FPX

IVOO

First Trust US Equity Opportunities ETF · $1.4BVanguard S&P Mid-Cap 400 ETF · $3.7B

+27.3%3 years · per year$20,642 · $15,798+16.5%

+4.3%5 years · per year$12,364 · $13,806+6.7%

0.57%Expense ratio$57 · $7 on $10k · lower wins0.07%

0.20%12-mo yield$20 · $123 on $10k1.23%

−23.6%Worst dropSmaller wins−8.8%

27.1%VolatilityLower wins15.5%

1–5IVOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · IVOO

1.7%TWLO1.3%

1.6%ROIV0.6%

3.1%DINO0.5%

1.1%JAZZ0.4%

Held in common6.9%

End-of-day Nov 5, 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	BIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.23%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.8%	$3.7B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.4B

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

Both

5Y2 funds

#			Trend
1	BIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.23%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.8%	$3.7B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	−6.1%	−3.6%	−3.3%	+27.3%	+4.3%	−23.6%	$1.4B

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

Cards for this view

FPX vs IVOO

FPX

First Trust US Equity Opportunities

$12,364

IVOO

Vanguard S&P Mid-Cap 400

$13,806

MeasureFPXIVOO

Fee0.57%0.07%

Cost on $10k a year$57$7

Yield0.20%1.23%

5 years, per year+4.3%+6.7%

3 years, per year+27.3%+16.5%

Worst drop · 1Y−23.6%−8.8%

Volatility · 1Y27.1%15.5%

5–1measures won
IVOO first

6.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FPX, IVOO

Today

6.9%most shared, FPX and IVOO

FPXIVOO

FPX—6.9%

IVOO6.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IVOO

IVOO$123 − $7 = $116

FPX$20 − $57 = −$37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee