FXN vs VOO

AFXN

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$20,547FXN · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.83%FXN · $183 on $10k

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

Held in common3.4%FXN and VOO

FXN

VOO

First Trust Energy AlphaDEX Fund · $388MVanguard S&P 500 ETF · $1.00T

+12.8%3 years · per year$14,346 · $19,172+24.2%

+15.5%5 years · per year$20,547 · $18,115+12.6%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

1.83%12-mo yield$183 · $105 on $10k1.05%

−13.4%Worst dropSmaller wins−8.9%

24.1%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · VOO

2.5%XOM1.0%

2.5%CVX0.6%

2.6%COP0.2%

3.8%VLO0.2%

Held in common3.4%

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	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M
2	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

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	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M
2	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

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

FXN vs VOO

FXN

First Trust Energy AlphaDEX Fund

$20,547

VOO

Vanguard S&P 500

$18,115

MeasureFXNVOO

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield1.83%1.05%

5 years, per year+15.5%+12.6%

3 years, per year+12.8%+24.2%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y24.1%12.8%

4–2measures won
VOO first

3.4%

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: FXN, VOO

Today

3.4%most shared, FXN and VOO

FXNVOO

FXN—3.4%

VOO3.4%—

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

Income After Fees on $10,000

$120most kept, FXN

FXN$183 − $63 = $120

VOO$105 − $3 = $102

KeptFee

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