FTRI vs VOO

AFTRI

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · FTRI $16,854

Lowest cost0.03%VOO · $3 on $10k

Most income2.06%FTRI · $206 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.1%FTRI and VOO

FTRI

VOO

First Trust Indxx Global Natural Resources Income ETF · $117MVanguard S&P 500 ETF · $1.00T

+15.3%3 years · per year$15,341 · $18,079+21.8%

+11.0%5 years · per year$16,854 · $17,177+11.4%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

2.06%12-mo yield$206 · $110 on $10k1.10%

−17.0%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTRI · VOO

4.7%AWK0.0%

2.8%CF0.0%

2.4%BG0.0%

2.4%WY0.0%

Held in common0.1%

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.06%	−0.1%	+10.6%	+18.8%	+15.3%	+11.0%	−17.0%	$117M

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.06%	−0.1%	+10.6%	+18.8%	+15.3%	+11.0%	−17.0%	$117M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTRI vs VOO

FTRI

First Trust Indxx Global Natural Resources Income

$16,854

VOO

Vanguard S&P 500

$17,177

MeasureFTRIVOO

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield2.06%1.10%

5 years, per year+11.0%+11.4%

3 years, per year+15.3%+21.8%

Worst drop · 1Y−17.0%−8.9%

Volatility · 1Y19.5%13.5%

5–1measures won
VOO first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FTRI, VOO

Today

0.1%most shared, FTRI and VOO

FTRIVOO

FTRI—0.1%

VOO0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, FTRI

FTRI$206 − $70 = $136

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee