FXU vs VOO

AFXU

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,625FXU · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income2.32%FXU · $232 on $10k

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

Held in common2.0%FXU and VOO

FXU

VOO

First Trust Utilities AlphaDEX Fund · $776MVanguard S&P 500 ETF · $1.00T

+22.1%3 years · per year$18,195 · $18,224+22.1%

+12.0%5 years · per year$17,625 · $17,156+11.4%

0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%

2.32%12-mo yield$232 · $110 on $10k1.10%

−14.0%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · VOO

1.7%NEE0.2%

1.7%SO0.1%

4.3%DUK0.1%

0.7%CEG0.1%

Held in common2.0%

End-of-day Nov 5, 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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$776M
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T

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

Both

5Y2 funds

#			Trend
1	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$776M
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T

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

Cards for this view

FXU vs VOO

FXU

First Trust Utilities AlphaDEX Fund

$17,625

VOO

Vanguard S&P 500

$17,156

MeasureFXUVOO

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield2.32%1.10%

5 years, per year+12.0%+11.4%

3 years, per year+22.1%+22.1%

Worst drop · 1Y−14.0%−8.9%

Volatility · 1Y14.3%13.5%

3–2measures won
VOO first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FXU, VOO

Today

2.0%most shared, FXU and VOO

FXUVOO

FXU—2.0%

VOO2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee