FAB vs IUSV

AFAB

BIUSV

Measures won1–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV · FAB $16,051

Lowest cost0.04%IUSV · $4 on $10k

Most income1.65%FAB · $165 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common25.2%FAB and IUSV

FAB

IUSV

First Trust Multi Cap Value AlphaDEX Fund · $169MiShares Core S&P U.S. Value ETF · $29.0B

+19.1%3 years · per year$16,890 · $16,565+18.3%

+9.9%5 years · per year$16,051 · $17,003+11.2%

0.66%Expense ratio$66 · $4 on $10k · lower wins0.04%

1.65%12-mo yield$165 · $165 on $10k1.65%

−8.2%Worst dropSmaller wins−6.4%

12.7%VolatilityLower wins10.2%

1–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · IUSV

0.4%COP0.5%

0.4%VZ0.6%

0.4%CB0.4%

0.4%T0.5%

Held in common25.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$169M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$169M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAB vs IUSV

FAB

First Trust Multi Cap Value AlphaDEX Fund

$16,051

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureFABIUSV

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield1.65%1.65%

5 years, per year+9.9%+11.2%

3 years, per year+19.1%+18.3%

Worst drop · 1Y−8.2%−6.4%

Volatility · 1Y12.7%10.2%

4–2measures won
IUSV first

25.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FAB, IUSV

Today

25.2%most shared, FAB and IUSV

FABIUSV

FAB—25.2%

IUSV25.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

FAB$165 − $66 = $99

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee