FAB vs VTI

AFAB

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375VTI · FAB $15,910

Lowest cost0.03%VTI · $3 on $10k

Most income1.67%FAB · $167 on $10k

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

Held in common15.1%FAB and VTI

FAB

VTI

First Trust Multi Cap Value AlphaDEX Fund · $164MVanguard Morningstar Total Stock Market ETF · $689B

+18.5%3 years · per year$16,631 · $18,004+21.7%

+9.7%5 years · per year$15,910 · $16,375+10.4%

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

1.67%12-mo yield$167 · $109 on $10k1.09%

−8.2%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · VTI

0.5%BRK-B1.2%

0.3%CVX0.5%

0.4%WFC0.3%

0.4%VZ0.3%

Held in common15.1%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	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%	$164M

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	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%	$164M

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 VTI

FAB

First Trust Multi Cap Value AlphaDEX Fund

$15,910

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFABVTI

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield1.67%1.09%

5 years, per year+9.7%+10.4%

3 years, per year+18.5%+21.7%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y12.7%13.7%

3–3measures won
level

15.1%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FAB, VTI

Today

15.1%most shared, FAB and VTI

FABVTI

FAB—15.1%

VTI15.1%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

FAB$167 − $66 = $101

KeptFee

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