Compare · 3 funds side by side · dividends reinvested

FEX, SCHB and VUG

FEXFirst Trust×SCHBSchwab×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,423SCHB · best of the three

Story of the three · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the three · RiskSmallest drop

FEX, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.6

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.00%+16.7%+17.9%+20.6%+9.8%−6.6%13.5%$1.6B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: FEX 2007 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$15,967

FEX

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

FEXMeasure

More Ways to See the Pairs

FEX vs SCHB: Top 5 Holdings

Today

FEX

2.8%in top 5

SCHB

in top 523.8%

FEXStockSCHB

not top 5AAPL7.1%

not top 5NVDA5.5%

not top 5MSFT5.3%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Cost, Income and Risk

Fees: FEX, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

FEX0.57%$57

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FEX, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SCHB

+16.7%Year to dateJan 1 → Nov 13+11.5%

+17.9%1 yearTotal return+11.6%

+20.6%3 years · per year$10,000 became $17,545 · $17,836+21.3%

+9.8%5 years · per year$10,000 became $15,967 · $16,423+10.4%

0.57%Expense ratio$57 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $106 a year on $10k1.06%

−6.6%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer14.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%FISVnot top 5

0.5%STZnot top 5

0.5%SNnot top 5

Held in common32.5%

End-of-day Nov 13, 2026 · share of each fund

FEX vs SCHB Returns, Every Period

5Y

First TrustFEX

+9.8%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

FEXSCHBFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FEX vs SCHB

YTD

First TrustFEX

+16.7%

SCHBSchwab

+11.5%

+16.7%Year to date+11.5%

−6.6%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y14.0%

1.0%Yield1.1%

$1.6BAssets$44.3B

3–1FEX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

FEX1.00%$100

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

FEX$100 − $57 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FEX, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

FEXSCHBVUG

FEX—32.5%13.8%

SCHB32.5%—50.5%

VUG13.8%50.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.9%FEX, at 13.5% volatility

FEXWorst drop−6.6%13.5% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBFEX

+11.5%Year to date+16.7%

1.1%Yield1.0%

+11.6%Past year+17.9%

0.03%Fee0.57%

2–2level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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FEX, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three