FXZ vs VOO

AFXZ

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · FXZ $13,440

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%FXZ · $139 on $10k

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

Held in common1.2%FXZ and VOO

FXZ

VOO

First Trust Materials AlphaDEX Fund · $361MVanguard S&P 500 ETF · $1.00T

+9.1%3 years · per year$12,979 · $18,224+22.1%

+6.1%5 years · per year$13,440 · $17,156+11.4%

0.64%Expense ratio$64 · $3 on $10k · lower wins0.03%

1.39%12-mo yield$139 · $110 on $10k1.10%

−15.2%Worst dropSmaller wins−8.9%

23.4%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXZ · VOO

2.8%LIN0.3%

4.9%NEM0.2%

1.5%FCX0.2%

1.9%ECL0.1%

Held in common1.2%

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	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
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.39%	−2.5%	+15.2%	+28.3%	+9.1%	+6.1%	−15.2%	$361M

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	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
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.39%	−2.5%	+15.2%	+28.3%	+9.1%	+6.1%	−15.2%	$361M

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

FXZ vs VOO

FXZ

First Trust Materials AlphaDEX Fund

$13,441

VOO

Vanguard S&P 500

$17,156

MeasureFXZVOO

Fee0.64%0.03%

Cost on $10k a year$64$3

Yield1.39%1.10%

5 years, per year+6.1%+11.4%

3 years, per year+9.1%+22.1%

Worst drop · 1Y−15.2%−8.9%

Volatility · 1Y23.4%13.5%

5–1measures won
VOO first

1.2%

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: FXZ, VOO

Today

1.2%most shared, FXZ and VOO

FXZVOO

FXZ—1.2%

VOO1.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

FXZ$139 − $64 = $75

KeptFee

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