FSCS vs VOE

AFSCS

BVOE

Measures won0–6VOE wins · of 6 · 5Y

$10,000 · 5Y$16,506VOE · FSCS $14,007

Lowest cost0.05%VOE · $5 on $10k

Most income1.82%VOE · $182 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common6.0%FSCS and VOE

FSCS

VOE

First Trust SMID Capital Strength ETF · $62MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+15.2%3 years · per year$15,270 · $18,246+22.2%

+7.0%5 years · per year$14,007 · $16,506+10.5%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

1.19%12-mo yield$119 · $182 on $10k1.82%

−7.8%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.1%

0–6VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSCS · VOE

1.0%HIG0.6%

1.0%KMB0.6%

1.0%ACGL0.5%

1.0%NTRS0.5%

Held in common6.0%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
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 VOE

FSCS

First Trust SMID Capital Strength

$14,007

VOE

Vanguard Morningstar Mid-Cap Value

$16,506

MeasureFSCSVOE

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.19%1.82%

5 years, per year+7.0%+10.5%

3 years, per year+15.2%+22.2%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y12.0%11.1%

6–0measures won
VOE first

6.0%

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, VOE

Today

6.0%most shared, FSCS and VOE

FSCSVOE

FSCS—6.0%

VOE6.0%—

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

FSCS$119 − $60 = $59

KeptFee

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