FTA vs VOO

AFTA

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FTA $17,450

Lowest cost0.03%VOO · $3 on $10k

Most income1.66%FTA · $166 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common14.6%FTA and VOO

FTA

VOO

First Trust Large Cap Value AlphaDEX Fund · $1.5BVanguard S&P 500 ETF · $1.00T

+21.7%3 years · per year$18,005 · $19,172+24.2%

+11.8%5 years · per year$17,450 · $18,115+12.6%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.66%12-mo yield$166 · $105 on $10k1.05%

−8.1%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · VOO

0.9%BRK-B1.4%

0.7%CVX0.6%

0.5%XOM1.0%

0.7%WFC0.4%

Held in common14.6%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B

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

FTA vs VOO

FTA

First Trust Large Cap Value AlphaDEX Fund

$17,450

VOO

Vanguard S&P 500

$18,115

MeasureFTAVOO

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.66%1.05%

5 years, per year+11.8%+12.6%

3 years, per year+21.7%+24.2%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.4%12.8%

3–3measures won
level

14.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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

Overlap: FTA, VOO

Today

14.6%most shared, FTA and VOO

FTAVOO

FTA—14.6%

VOO14.6%—

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

Income After Fees on $10,000

$108most kept, FTA

FTA$166 − $58 = $108

VOO$105 − $3 = $102

KeptFee

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