FTLS vs VOO

AFTLS

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SPY $18,060

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

Smallest drop−3.8%FTLS · worst fall in 1Y

Held in common48.1%FTLS and VOO

FTLS

VOO

First Trust Long/Short Equity ETF · $2.6BVanguard S&P 500 ETF · $1.00T

+14.6%3 years · per year$15,037 · $19,172+24.2%

+9.9%5 years · per year$16,047 · $18,115+12.6%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $105 on $10k1.05%

−3.8%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTLS · VOO

6.8%NVDA8.4%

6.4%AAPL7.4%

4.8%MSFT5.8%

3.9%GOOGL3.1%

Held in common48.1%

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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

FTLS vs VOO

FTLS

First Trust Long/Short Equity

$16,047

VOO

Vanguard S&P 500

$18,115

MeasureFTLSVOO

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield0.87%1.05%

5 years, per year+9.9%+12.6%

3 years, per year+14.6%+24.2%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y8.1%12.8%

4–2measures won
VOO first

48.1%

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: FTLS, VOO, SPY

Today

94.5%most shared, VOO and SPY

FTLSVOOSPY

FTLS—48.1%48.5%

VOO48.1%—94.5%

SPY48.5%94.5%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPY$99 − $9 = $90

FTLS$87 − $95 = −$8

KeptFee

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