VOO vs FTLS

AVOO

BFTLS

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−5.2%FTLS · worst fall in 1Y

Held in common48.1%VOO and FTLS

VOO

FTLS

Vanguard S&P 500 ETF · $1.00TFirst Trust Long/Short Equity ETF · $2.6B

+22.0%3 years · per year$18,159 · $14,440+13.0%

+11.9%5 years · per year$17,543 · $15,826+9.6%

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

1.07%12-mo yield$107 · $89 on $10k0.89%

−8.9%Worst dropSmaller wins−5.2%

13.7%VolatilityLower wins8.6%

4–2VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · FTLS

7.4%AAPL6.8%

8.4%NVDA6.3%

5.8%MSFT5.0%

3.7%AMZN3.2%

Held in common48.1%

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%	$852.9B
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	BFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.89%	+1.3%	+6.3%	+6.6%	+13.0%	+9.6%	−5.2%	$2.6B

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%	$852.9B
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	BFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.89%	+1.3%	+6.3%	+6.6%	+13.0%	+9.6%	−5.2%	$2.6B

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 FTLS

VOO

Vanguard S&P 500

$17,543

FTLS

First Trust Long/Short Equity

$15,826

MeasureVOOFTLS

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.07%0.89%

5 years, per year+11.9%+9.6%

3 years, per year+22.0%+13.0%

Worst drop · 1Y−8.9%−5.2%

Volatility · 1Y13.7%8.6%

4–2measures won
VOO first

48.1%

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%

$120BAssets$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, FTLS, IVV

Today

92.7%most shared, VOO and IVV

VOOFTLSIVV

VOO—48.1%92.7%

FTLS48.1%—48.4%

IVV92.7%48.4%—

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

FTLS$89 − $95 = −$6

KeptFee

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