FYX vs VOO

AFYX

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · FYX $15,249

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%FYX · $111 on $10k

Smallest drop−8.8%FYX · worst fall in 1Y

Held in common0.0%FYX and VOO

FYX

VOO

First Trust Small Cap Core AlphaDEX Fund · $1.4BVanguard S&P 500 ETF · $1.00T

+23.3%3 years · per year$18,750 · $18,224+22.1%

+8.8%5 years · per year$15,249 · $17,156+11.4%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $110 on $10k1.10%

−8.8%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFYX · VOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.11%	−3.3%	+22.2%	+28.2%	+23.3%	+8.8%	−8.8%	$1.4B

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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.11%	−3.3%	+22.2%	+28.2%	+23.3%	+8.8%	−8.8%	$1.4B

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

FYX vs VOO

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,249

VOO

Vanguard S&P 500

$17,156

MeasureFYXVOO

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield1.11%1.10%

5 years, per year+8.8%+11.4%

3 years, per year+23.3%+22.1%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y16.7%13.5%

3–2measures won
VOO first

0.0%

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: FYX, VOO

Today

0.0%most shared, FYX and VOO

FYXVOO

FYX—0.0%

VOO0.0%—

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

FYX$111 − $58 = $53

KeptFee

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