FVD vs VOO

AFVD

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FVD $14,259

Lowest cost0.03%VOO · $3 on $10k

Most income2.16%FVD · $216 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common18.0%FVD and VOO

FVD

VOO

First Trust Value Line Dividend Index Fund · $8.1BVanguard S&P 500 ETF · $1.00T

+15.3%3 years · per year$15,339 · $19,172+24.2%

+7.4%5 years · per year$14,259 · $18,115+12.6%

0.62%Expense ratio$62 · $3 on $10k · lower wins0.03%

2.16%12-mo yield$216 · $105 on $10k1.05%

−7.6%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · VOO

0.4%HD0.4%

0.4%PM0.5%

0.4%MRK0.5%

0.4%KO0.5%

Held in common18.0%

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	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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B

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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B

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

FVD vs VOO

FVD

First Trust Value Line Dividend Index Fund

$14,259

VOO

Vanguard S&P 500

$18,115

MeasureFVDVOO

Fee0.62%0.03%

Cost on $10k a year$62$3

Yield2.16%1.05%

5 years, per year+7.4%+12.6%

3 years, per year+15.3%+24.2%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y10.7%12.8%

3–3measures won
level

18.0%

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: FVD, VOO

Today

18.0%most shared, FVD and VOO

FVDVOO

FVD—18.0%

VOO18.0%—

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

Income After Fees on $10,000

$154most kept, FVD

FVD$216 − $62 = $154

VOO$105 − $3 = $102

KeptFee

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