Compare · 2 funds side by side · dividends reinvested

FYT and VB

FYTFirst Trust×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,389FYT · best of the two

02 / 04

FYT and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.78%+30.0%+36.3%+19.7%+9.0%−8.6%16.2%$182M1.4

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.6

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: FYT 2011 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $182M$15,389

FYT

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

FYTMeasureVB

+30.0%Year to dateJan 1 → Nov 4+15.8%

+36.3%1 yearTotal return+17.9%

+19.7%3 years · per year$10,000 became $17,155 · $17,489+20.5%

+9.0%5 years · per year$10,000 became $15,389 · $14,105+7.1%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

1.78%Trailing 12-mo yield$178 · $123 a year on $10k1.23%

−8.6%Worst dropSmaller is better−9.0%

16.2%VolatilityLower is calmer15.7%

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

5–3FYT wins

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

More Ways to See the Pairs

FYT vs VB: Top 5 Holdings

Today

FYT

3.9%in top 5

in top 52.9%

FYTStockVB

0.8%HOGnot top 5

0.8%KSSnot top 5

0.8%DXCnot top 5

0.8%ASOnot top 5

0.8%GPKnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common5.6%

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

FYT vs VB Returns, Every Period

First TrustFYT

+9.0%

5 years, per year

VBVanguard

+7.1%

5 years, per year

FYTVBFaded: behind in that period

3–1FYT wins

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

FYT vs VB

YTD

First TrustFYT

+30.0%

VBVanguard

+15.8%

+30.0%Year to date+15.8%

−8.6%Worst drop · 1Y−9.0%

16.2%Volatility · 1Y15.7%

1.8%Yield1.2%

$182MAssets$76.9B

3–1FYT wins

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

Cost, Income and Risk

Fees: FYT, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

FYT0.70%$70

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

Yields: FYT, VB

1.78%highest, FYT

FundTrailing yieldYield$10k

FYT1.78%$178

VB1.23%$123

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

FYT$178 − $70 = $108

KeptFee

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

Overlap: FYT, VB

Today

5.6%most shared, FYT and VB

FYTVB

FYT—5.6%

VB5.6%—

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

Return vs Bumpiness: 2 ETFs

+36.3%FYT, at 16.2% volatility

VBWorst drop−9.0%15.7% vol

FYTWorst drop−8.6%16.2% vol

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

Paid More vs Made More

YTD

FYTVB

+30.0%Year to date+15.8%

1.8%Yield1.2%

+36.3%Past year+17.9%

0.70%Fee0.03%

3–1FYT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026