VOO vs FIXD5YVOOVOOAvsBFIXDFIXDVanguard S&P 500 ETF · $1.00TFirst Trust Smith Opportunistic Fixed Income ETF · $2.8BReturns · dividends in+21.5%3 years · per year$17,931 · $11,354+4.3%+11.7%5 years · per year$17,416 · $9,586−0.8%Cost and income0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%1.08%12-mo yield$108 · $484 on $10k
Overlap: VOO, FIXD, IVVToday93.0%most shared, VOO and IVVVOOFIXDIVVVOO—0.0%93.0%FIXD0.0%—0.0%IVV93.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VOO vs FIXD5YAVOOVanguard S&P 500$17,416vsFIXDBFirst Trust Smith Opportunistic Fixed Income$9,586$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3BFIXDFirst Trust Smith Opportunistic Fixed Income ETFReadDesk0.65%4.84%−0.6%−1.7%−1.3%+4.3%−0.8%−5.4%$2.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3BFIXDFirst Trust Smith Opportunistic Fixed Income ETFReadDesk0.65%4.84%−0.6%−1.7%−1.3%+4.3%−0.8%−5.4%$2.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: VOO, FIXD, IVVToday93.0%most shared, VOO and IVVVOOFIXDIVVVOO—0.0%93.0%FIXD0.0%—0.0%IVV93.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$419most kept, FIXDFIXD$484 − $65 = $419IVV$111 − $3 = $108VOO$108 − $3 = $105KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee