FSCS vs VO

AFSCS

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO · FSCS $14,007

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−7.8%FSCS · worst fall in 1Y

Held in common5.3%FSCS and VO

FSCS

First Trust SMID Capital Strength ETF · $62MVanguard Morningstar Mid-Cap ETF · $103B

+15.2%3 years · per year$15,270 · $17,578+20.7%

+7.0%5 years · per year$14,007 · $14,290+7.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.19%12-mo yield$119 · $134 on $10k1.34%

−7.8%Worst dropSmaller wins−8.2%

12.0%VolatilityLower wins12.4%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · VO

1.0%HIG0.3%

1.0%KMB0.3%

0.9%RMD0.3%

1.0%ACGL0.3%

Held in common5.3%

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	AFSCS	First Trust SMID Capital Strength ETFRead Desk		0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

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

FSCS vs VO

FSCS

First Trust SMID Capital Strength

$14,007

Vanguard Morningstar Mid-Cap

$14,290

MeasureFSCSVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.19%1.34%

5 years, per year+7.0%+7.4%

3 years, per year+15.2%+20.7%

Worst drop · 1Y−7.8%−8.2%

Volatility · 1Y12.0%12.4%

4–2measures won
VO first

5.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: FSCS, VO

Today

5.3%most shared, FSCS and VO

FSCSVO

FSCS—5.3%

VO5.3%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

FSCS$119 − $60 = $59

KeptFee

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