HUSV vs VOO

AHUSV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · HUSV $13,401

Lowest cost0.03%VOO · $3 on $10k

Most income1.40%HUSV · $140 on $10k

Smallest drop−6.8%HUSV · worst fall in 1Y

Held in common19.7%HUSV and VOO

HUSV

VOO

First Trust Horizon Managed Volatility Domestic ETF · $58MVanguard S&P 500 ETF · $1.00T

+11.7%3 years · per year$13,929 · $18,079+21.8%

+6.0%5 years · per year$13,401 · $17,177+11.4%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

1.40%12-mo yield$140 · $110 on $10k1.10%

−6.8%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHUSV · VOO

2.2%AAPL7.4%

1.4%NVDA8.4%

2.8%BRK-B1.4%

0.9%V0.9%

Held in common19.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AHUSV	First Trust Horizon Managed Volatility Domestic ETFRead Desk		0.70%	1.40%	−0.9%	+9.0%	+10.6%	+11.7%	+6.0%	−6.8%	$58M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AHUSV	First Trust Horizon Managed Volatility Domestic ETFRead Desk		0.70%	1.40%	−0.9%	+9.0%	+10.6%	+11.7%	+6.0%	−6.8%	$58M

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

HUSV vs VOO

HUSV

First Trust Horizon Managed Volatility Domestic

$13,401

VOO

Vanguard S&P 500

$17,177

MeasureHUSVVOO

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield1.40%1.10%

5 years, per year+6.0%+11.4%

3 years, per year+11.7%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y10.2%13.5%

3–3measures won
level

19.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: HUSV, VOO

Today

19.7%most shared, HUSV and VOO

HUSVVOO

HUSV—19.7%

VOO19.7%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

HUSV$140 − $70 = $70

KeptFee

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