HDMV vs VT

AHDMV

BVT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,649VT · HDMV $14,459

Lowest cost0.06%VT · $6 on $10k

Most income4.62%HDMV · $462 on $10k

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

Held in common3.0%HDMV and VT

HDMV

First Trust Horizon Managed Volatility Developed International ETF · $15MVanguard Total World Stock ETF · $81.8B

+17.3%3 years · per year$16,131 · $17,563+20.7%

+7.7%5 years · per year$14,459 · $15,649+9.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

4.62%12-mo yield$462 · $159 on $10k1.59%

−8.8%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHDMV · VT

0.6%NOVN.SW0.2%

0.4%NESN.SW0.2%

0.9%ALV.DE0.2%

1.7%IBE.MC0.1%

Held in common3.0%

End-of-day Nov 6, 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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk		0.80%	4.62%	−1.1%	+11.3%	+14.7%	+17.3%	+7.7%	−8.8%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	AHDMV	First Trust Horizon Managed Volatility Developed International ETFRead Desk		0.80%	4.62%	−1.1%	+11.3%	+14.7%	+17.3%	+7.7%	−8.8%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDMV vs VT

HDMV

First Trust Horizon Managed Volatility Developed International

$14,459

Vanguard Total World Stock

$15,649

MeasureHDMVVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield4.62%1.59%

5 years, per year+7.7%+9.4%

3 years, per year+17.3%+20.7%

Worst drop · 1Y−8.8%−9.7%

Volatility · 1Y12.4%14.7%

3–3measures won
level

3.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HDMV, VT

Today

3.0%most shared, HDMV and VT

HDMVVT

HDMV—3.0%

VT3.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$382most kept, HDMV

HDMV$462 − $80 = $382

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee