FVC vs VOO

AFVC

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.0%FVC and VOO

FVC

VOO

First Trust Dorsey Wright Dynamic Focus 5 ETF · $105MVanguard S&P 500 ETF · $1.00T

+12.3%3 years · per year$14,167 · $18,159+22.0%

+3.1%5 years · per year$11,630 · $17,543+11.9%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $107 on $10k1.07%

−13.3%Worst dropSmaller wins−8.9%

18.8%VolatilityLower wins13.7%

0–6VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFVC · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.78%	+2.7%	+13.6%	+16.5%	+12.3%	+3.1%	−13.3%	$105M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.78%	+2.7%	+13.6%	+16.5%	+12.3%	+3.1%	−13.3%	$105M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FVC vs VOO

FVC

First Trust Dorsey Wright Dynamic Focus 5

$11,630

VOO

Vanguard S&P 500

$17,543

MeasureFVCVOO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield0.78%1.07%

5 years, per year+3.1%+11.9%

3 years, per year+12.3%+22.0%

Worst drop · 1Y−13.3%−8.9%

Volatility · 1Y18.8%13.7%

6–0measures won
VOO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FVC, VOO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FVCVOOSPYMIVV

FVC—0.0%0.0%0.0%

VOO0.0%—92.7%92.7%

SPYM0.0%92.7%—99.9%

IVV0.0%92.7%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

FVC$78 − $30 = $48

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee