VOO vs FCVT

AVOO

BFCVT

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FCVT $11,591

Lowest cost0.03%VOO · $3 on $10k

Most income1.23%FCVT · $123 on $10k

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

Held in common0.1%VOO and FCVT

VOO

FCVT

Vanguard S&P 500 ETF · $1.00TFirst Trust SSI Strategic Convertible Securities ETF · $77M

+24.2%3 years · per year$19,172 · $15,818+16.5%

+12.6%5 years · per year$18,115 · $11,591+3.0%

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.05%12-mo yield$105 · $123 on $10k1.23%

−8.9%Worst dropSmaller wins−19.3%

12.8%VolatilityLower wins20.8%

5–1VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · FCVT

0.1%LITE0.5%

Held in common0.1%

End-of-day Nov 4, 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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$77M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.23%	−0.2%	+3.9%	+0.4%	+16.5%	+3.0%	−19.3%	$77M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs FCVT

VOO

Vanguard S&P 500

$18,115

FCVT

First Trust SSI Strategic Convertible Securities

$11,591

MeasureVOOFCVT

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.05%1.23%

5 years, per year+12.6%+3.0%

3 years, per year+24.2%+16.5%

Worst drop · 1Y−8.9%−19.3%

Volatility · 1Y12.8%20.8%

5–1measures won
VOO first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VOO, FCVT

Today

0.1%most shared, VOO and FCVT

VOOFCVT

VOO—0.1%

FCVT0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

FCVT$123 − $95 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee