Compare · 2 funds side by side · dividends reinvested

FYC and VBR

FYCFirst Trust×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,062FYC · best of the two

02 / 04

FYC and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.4

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+20.1%+22.3%+31.2%+9.9%−13.5%21.2%$1.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FYC 2011 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$16,062

FYC

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

FYCMeasureVBR

+20.1%Year to dateJan 1 → Nov 4+19.4%

+22.3%1 yearTotal return+23.4%

+31.2%3 years · per year$10,000 became $22,569 · $17,630+20.8%

+9.9%5 years · per year$10,000 became $16,062 · $15,849+9.6%

0.70%Expense ratio$70 · $5 a year on $10k · lower is better0.05%

0.11%Trailing 12-mo yield$11 · $177 a year on $10k1.77%

−13.5%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer13.9%

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

3–5VBR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FYC vs VBR: Top 5 Holdings

Today

FYC

4.2%in top 5

VBR

in top 53.3%

FYCStockVBR

0.9%APPNnot top 5

0.9%CDNAnot top 5

0.9%STGWnot top 5

0.8%SLDEnot top 5

0.8%FAnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common3.5%

End-of-day Nov 4, 2026 · share of each fund

FYC vs VBR Returns, Every Period

First TrustFYC

+9.9%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

FYCVBRFaded: behind in that period

3–1FYC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FYC vs VBR

YTD

First TrustFYC

+20.1%

VBRVanguard

+19.4%

+20.1%Year to date+19.4%

−13.5%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y13.9%

0.1%Yield1.8%

$1.3BAssets$35.1B

3–1VBR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYC, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

FYC0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FYC, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

FYC0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

FYC$11 − $70 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FYC, VBR

Today

3.5%most shared, FYC and VBR

FYCVBR

FYC—3.5%

VBR3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

FYCWorst drop−13.5%21.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBRFYC

+19.4%Year to date+20.1%

1.8%Yield0.1%

+23.4%Past year+22.3%

0.05%Fee0.70%

3–1VBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026