Compare · 2 funds side by side · dividends reinvested

FAD and GARY

FADFirst Trust×GARYMango×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,391FAD · best of the two

02 / 03

FAD and GARY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Multi Cap Growth AlphaDEX FundUS Stock Styles · Growth0.63%0.09%+9.3%+7.8%+24.3%+7.6%−12.5%20.9%$586M1.1

Mango Growth ETFUS Stock Styles · Growth0.77%0.04%+28.2%[…][…][…][…][…]$288M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FAD 2007 · GARY 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Multi Cap Growth AlphaDEX Fund · $586M$14,391

FAD

GARY

Mango Growth ETF · $288M[…]

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

FADMeasureGARY

+9.3%Year to dateJan 1 → Nov 3+28.2%

+7.8%1 yearTotal return[…]

+24.3%3 years · per year$10,000 became $19,200 · […][…]

+7.6%5 years · per year$10,000 became $14,391 · […][…]

0.63%Expense ratio$63 · $77 a year on $10k · lower is better0.77%

0.09%Trailing 12-mo yield$9 · $4 a year on $10k0.04%

−12.5%Worst dropSmaller is better[…]

20.9%VolatilityLower is calmer[…]

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

2–1FAD wins

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

More Ways to See the Pairs

FAD vs GARY: Top 5 Holdings

Today

FAD

2.5%in top 5

GARY

in top 523.9%

FADStockGARY

not top 5MA5.5%

not top 5ASML4.7%

not top 5NVDA4.6%

not top 5PLTR4.6%

not top 5AMD4.4%

0.5%SNnot top 5

0.5%EXPEnot top 5

0.5%EXPDnot top 5

0.5%MEDPnot top 5

0.5%WDAYnot top 5

Held in common5.8%

End-of-day Nov 3, 2026 · share of each fund

FAD vs GARY Returns, Every Period

First TrustFAD

+7.8%

past year

GARYMango

[…]

past year

FADGARYFaded: behind in that period

0–1GARY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FAD vs GARY

YTD

First TrustFAD

+9.3%

GARYMango

+28.2%

+9.3%Year to date+28.2%

−12.5%Worst drop · 1Y[…]

20.9%Volatility · 1Y[…]

0.1%Yield0.0%

$586MAssets$288M

1–1level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAD, GARY

Today

0.63%lowest, FAD

FundExpense ratioFee$10k

FAD0.63%$63

GARY0.77%$77

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FAD, GARY

0.09%highest, FAD

FundTrailing yieldYield$10k

FAD0.09%$9

GARY0.04%$4

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$54most kept, FAD

FAD$9 − $63 = −$54

GARY$4 − $77 = −$73

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FAD, GARY

Today

5.8%most shared, FAD and GARY

FADGARY

FAD—5.8%

GARY5.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.8%FAD, at 20.9% volatility

FADWorst drop−12.5%20.9% vol

GARYWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FADGARY

+9.3%Year to date+28.2%

0.1%Yield0.0%

+7.8%Past year[…]

0.63%Fee0.77%

2–1FAD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026