Compare · 3 funds side by side · dividends reinvested

BAI, FPX and VUG

BAIiShares×FPXFirst Trust×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeBAI · 1.57% · $157 a year on $10k

Story of the three · RiskSmallest drop

BAI, FPX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.5

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.57%+13.8%+6.6%[…][…]−40.0%48.3%$11.9B2.0

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+4.2%+2.6%+28.2%+5.6%−23.6%27.3%$1.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: BAI 2024 · FPX 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares A.I. Innovation and Tech Active ETF · $11.9B[…]

BAI

FPX

First Trust US Equity Opportunities ETF · $1.3B$13,126

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

BAIMeasure

More Ways to See the Pairs

BAI vs FPX: Top 5 Holdings

Today

BAI

26.9%in top 5

FPX

in top 532.4%

BAIStockFPX

not top 5LLY9.5%

not top 5SPCX9.2%

not top 5GEV6.8%

6.4%AMDnot top 5

5.4%MUnot top 5

Cost, Income and Risk

Fees: BAI, FPX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FPX0.57%$57

BAI0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: BAI, FPX, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

FPX

+13.8%Year to dateJan 1 → Nov 12+4.2%

+6.6%1 yearTotal return+2.6%

[…]3 years · per year$10,000 became […] · $21,051+28.2%

[…]5 years · per year$10,000 became […] · $13,126+5.6%

0.65%Expense ratio$65 · $57 a year on $10k · lower is better0.57%

1.57%Trailing 12-mo yield$157 · $19 a year on $10k0.19%

−40.0%Worst dropSmaller is better−23.6%

48.3%VolatilityLower is calmer27.3%

BAIFPX Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%TSMnot top 5

5.3%AVGOnot top 5

4.4%NVDAnot top 5

not top 5SNDK3.7%

not top 5STX3.2%

Held in common8.8%

End-of-day Nov 12, 2026 · share of each fund

BAI vs FPX Returns, Every Period

1Y

iSharesBAI

+6.6%

past year

FPXFirst Trust

+2.6%

past year

BAIFPXFaded: behind in that period

2–0BAI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: BAI vs VUG

YTD

iSharesBAI

+13.8%

VUGVanguard

+5.1%

+13.8%Year to date+5.1%

−40.0%Worst drop · 1Y−15.1%

48.3%Volatility · 1Y19.1%

1.6%Yield0.4%

$11.9BAssets$233B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.57%highest, BAI

FundTrailing yieldYield$10k

BAI1.57%$157

VUG0.41%$41

FPX0.19%$19

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, BAI

BAI$157 − $65 = $92

VUG$41 − $3 = $38

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BAI, FPX, VUG

Today

27.1%most shared, BAI and VUG

BAIFPXVUG

BAI—8.8%27.1%

FPX8.8%—5.6%

VUG27.1%5.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+6.6%BAI, at 48.3% volatility

VUGWorst drop−15.1%19.1% vol

FPXWorst drop−23.6%27.3% vol

BAIWorst drop−40.0%48.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BAIVUG

+13.8%Year to date+5.1%

1.6%Yield0.4%

+6.6%Past year+3.6%

0.65%Fee0.03%

3–1BAI wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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BAI, FPX and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three