VOO vs FMF

AVOO

BFMF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income4.89%FMF · $489 on $10k

Smallest drop−4.5%FMF · worst fall in 1Y

Held in common[…]VOO and FMF

VOO

FMF

Vanguard S&P 500 ETF · $1.00TFirst Trust Managed Futures Strategy Fund · $294M

+22.1%3 years · per year$18,224 · $11,903+6.0%

+11.4%5 years · per year$17,156 · $12,697+4.9%

0.03%Expense ratio$3 · $98 on $10k · lower wins0.98%

1.10%12-mo yield$110 · $489 on $10k4.89%

−8.9%Worst dropSmaller wins−4.5%

13.5%VolatilityLower wins9.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · FMF

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BFMF	First Trust Managed Futures Strategy FundRead Desk	0.98%	4.89%	+0.3%	+9.5%	+11.4%	+6.0%	+4.9%	−4.5%	$294M

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

All Three

5Y3 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BFMF	First Trust Managed Futures Strategy FundRead Desk	0.98%	4.89%	+0.3%	+9.5%	+11.4%	+6.0%	+4.9%	−4.5%	$294M

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

Cards for this view

VOO vs FMF

VOO

Vanguard S&P 500

$17,156

FMF

First Trust Managed Futures Strategy Fund

$12,697

MeasureVOOFMF

Fee0.03%0.98%

Cost on $10k a year$3$98

Yield1.10%4.89%

5 years, per year+11.4%+4.9%

3 years, per year+22.1%+6.0%

Worst drop · 1Y−8.9%−4.5%

Volatility · 1Y13.5%9.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VOO, FMF, IVV

Today

93.5%most shared, VOO and IVV

VOOFMFIVV

VOO—[…]93.5%

FMF[…]—[…]

IVV93.5%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$391most kept, FMF

FMF$489 − $98 = $391

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee