FXO vs USVM

AFXO

BUSVM

Measures won2–4USVM wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · USVM $15,567

Lowest cost0.03%VUG · $3 on $10k

Most income2.13%FXO · $213 on $10k

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

Held in common8.8%FXO and USVM

FXO

USVM

First Trust Financials AlphaDEX Fund · $1.1BVictoryShares US Small Mid Cap Value Momentum ETF · $1.8B

+23.4%3 years · per year$18,808 · $17,856+21.3%

+9.2%5 years · per year$15,534 · $15,567+9.3%

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

2.13%12-mo yield$213 · $191 on $10k1.91%

−11.7%Worst dropSmaller wins−8.4%

15.1%VolatilityLower wins14.4%

2–4USVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXO · USVM

1.7%WTM0.7%

1.4%THG0.6%

0.9%BOKF0.6%

1.7%OZK0.6%

Held in common8.8%

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B
3	AFXO	First Trust Financials AlphaDEX FundRead Desk	0.60%	2.13%	+1.6%	+10.9%	+17.6%	+23.4%	+9.2%	−11.7%	$1.1B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B
3	AFXO	First Trust Financials AlphaDEX FundRead Desk	0.60%	2.13%	+1.6%	+10.9%	+17.6%	+23.4%	+9.2%	−11.7%	$1.1B

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

FXO vs USVM

FXO

First Trust Financials AlphaDEX Fund

$15,534

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,567

MeasureFXOUSVM

Fee0.60%0.22%

Cost on $10k a year$60$22

Yield2.13%1.91%

5 years, per year+9.2%+9.3%

3 years, per year+23.4%+21.3%

Worst drop · 1Y−11.7%−8.4%

Volatility · 1Y15.1%14.4%

4–2measures won
USVM first

8.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$120BAssets$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: FXO, USVM, VUG

Today

8.8%most shared, FXO and USVM

FXOUSVMVUG

FXO—8.8%0.6%

USVM8.8%—0.0%

VUG0.6%0.0%—

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

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

FXO$213 − $60 = $153

VUG$41 − $3 = $38

KeptFee

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