FAB vs VO

AFAB

BVO

Measures won3–2FAB wins · of 6 · 5Y

$10,000 · 5Y$15,910FAB · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.67%FAB · $167 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common23.4%FAB and VO

FAB

First Trust Multi Cap Value AlphaDEX Fund · $169MVanguard Morningstar Mid-Cap ETF · $103B

+18.5%3 years · per year$16,631 · $16,701+18.6%

+9.7%5 years · per year$15,910 · $13,590+6.3%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

1.67%12-mo yield$167 · $139 on $10k1.39%

−8.2%Worst dropSmaller wins−8.2%

12.7%VolatilityLower wins12.9%

3–2FAB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · VO

0.5%ALL0.6%

0.4%OXY0.4%

0.4%DVN0.5%

0.4%GM0.7%

Held in common23.4%

End-of-day Nov 6, 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	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.67%	−1.1%	+19.9%	+25.5%	+18.5%	+9.7%	−8.2%	$169M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.67%	−1.1%	+19.9%	+25.5%	+18.5%	+9.7%	−8.2%	$169M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAB vs VO

FAB

First Trust Multi Cap Value AlphaDEX Fund

$15,910

Vanguard Morningstar Mid-Cap

$13,590

MeasureFABVO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield1.67%1.39%

5 years, per year+9.7%+6.3%

3 years, per year+18.5%+18.6%

Worst drop · 1Y−8.2%−8.2%

Volatility · 1Y12.7%12.9%

3–2measures won
FAB first

23.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FAB, VO

Today

23.4%most shared, FAB and VO

FABVO

FAB—23.4%

VO23.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FAB$167 − $66 = $101

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee