VOO vs FEX

AVOO

BFEX

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common31.7%VOO and FEX

VOO

FEX

Vanguard S&P 500 ETF · $1.00TFirst Trust Large Cap Core AlphaDEX Fund · $1.6B

+22.0%3 years · per year$18,159 · $17,641+20.8%

+11.9%5 years · per year$17,543 · $16,069+10.0%

0.03%Expense ratio$3 · $57 on $10k · lower wins0.57%

1.07%12-mo yield$107 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−6.6%

13.7%VolatilityLower wins13.5%

4–2VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · FEX

1.4%BRK-B0.5%

0.6%CVX0.5%

1.4%LLY0.4%

0.4%WFC0.4%

Held in common31.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs FEX

VOO

Vanguard S&P 500

$17,543

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,069

MeasureVOOFEX

Fee0.03%0.57%

Cost on $10k a year$3$57

Yield1.07%1.01%

5 years, per year+11.9%+10.0%

3 years, per year+22.0%+20.8%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.7%13.5%

4–2measures won
VOO first

31.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VOO, FEX, IVV

Today

92.7%most shared, VOO and IVV

VOOFEXIVV

VOO—31.7%92.7%

FEX31.7%—32.8%

IVV92.7%32.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FEX$101 − $57 = $44

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee