FAB vs VUG

AFAB

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FAB $16,503

Lowest cost0.03%VUG · $3 on $10k

Most income1.62%FAB · $162 on $10k

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

Held in common0.3%FAB and VUG

FAB

VUG

First Trust Multi Cap Value AlphaDEX Fund · $165MVanguard Morningstar Growth ETF · $233B

+20.2%3 years · per year$17,386 · $19,712+25.4%

+10.5%5 years · per year$16,503 · $17,153+11.4%

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

1.62%12-mo yield$162 · $40 on $10k0.40%

−8.2%Worst dropSmaller wins−16.1%

12.5%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · VUG

0.1%AZO0.1%

0.3%SMCI0.1%

0.1%RMD0.1%

0.4%MLM0.1%

Held in common0.3%

End-of-day Nov 4, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.62%	+2.1%	+23.7%	+29.9%	+20.2%	+10.5%	−8.2%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.62%	+2.1%	+23.7%	+29.9%	+20.2%	+10.5%	−8.2%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FAB vs VUG

FAB

First Trust Multi Cap Value AlphaDEX Fund

$16,504

VUG

Vanguard Morningstar Growth

$17,153

MeasureFABVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield1.62%0.40%

5 years, per year+10.5%+11.4%

3 years, per year+20.2%+25.4%

Worst drop · 1Y−8.2%−16.1%

Volatility · 1Y12.5%18.2%

3–3measures won
level

0.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

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%

$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

Overlap: FAB, VUG

Today

0.3%most shared, FAB and VUG

FABVUG

FAB—0.3%

VUG0.3%—

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

Income After Fees on $10,000

$96most kept, FAB

FAB$162 − $66 = $96

VUG$40 − $3 = $37

KeptFee

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