FXO vs USVM

AFXO

BUSVM

Measures won2–4USVM wins · of 6 · 5Y

$10,000 · 5Y$16,409USVM · FXO $15,956

Lowest cost0.22%USVM · $22 on $10k

Most income2.11%FXO · $211 on $10k

Smallest drop−8.4%USVM · worst fall in 1Y

Held in common8.7%FXO and USVM

FXO

USVM

First Trust Financials AlphaDEX Fund · $1.1BVictoryShares US Small Mid Cap Value Momentum ETF · $1.9B

+25.5%3 years · per year$19,753 · $18,581+22.9%

+9.8%5 years · per year$15,956 · $16,409+10.4%

0.60%Expense ratio$60 · $22 on $10k · lower wins0.22%

2.11%12-mo yield$211 · $186 on $10k1.86%

−11.7%Worst dropSmaller wins−8.4%

14.9%VolatilityLower wins13.8%

2–4USVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · USVM

1.8%WTM0.7%

1.4%THG0.6%

0.9%BOKF0.6%

1.7%OZK0.6%

Held in common8.7%

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	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.86%	+0.9%	+19.4%	+23.0%	+22.9%	+10.4%	−8.4%	$1.9B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.11%	+2.5%	+11.9%	+18.2%	+25.5%	+9.8%	−11.7%	$1.1B

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	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.86%	+0.9%	+19.4%	+23.0%	+22.9%	+10.4%	−8.4%	$1.9B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.11%	+2.5%	+11.9%	+18.2%	+25.5%	+9.8%	−11.7%	$1.1B

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

FXO vs USVM

FXO

First Trust Financials AlphaDEX Fund

$15,956

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

MeasureFXOUSVM

Fee0.60%0.22%

Cost on $10k a year$60$22

Yield2.11%1.86%

5 years, per year+9.8%+10.4%

3 years, per year+25.5%+22.9%

Worst drop · 1Y−11.7%−8.4%

Volatility · 1Y14.9%13.8%

4–2measures won
USVM first

8.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FXO, USVM

Today

8.7%most shared, FXO and USVM

FXOUSVM

FXO—8.7%

USVM8.7%—

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

Income After Fees on $10,000

$164most kept, USVM

USVM$186 − $22 = $164

FXO$211 − $60 = $151

KeptFee

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