FAD vs GARY

AFAD

BGARY

Measures won2–0FAD wins · of 6 · 5Y

$10,000 · 5Y$14,684FAD

Lowest cost0.63%FAD · $63 on $10k

Most income0.09%FAD · $9 on $10k

Smallest drop−12.5%FAD · worst fall in 1Y

Held in common5.8%FAD and GARY

FAD

GARY

First Trust Multi Cap Growth AlphaDEX Fund · $591MMango Growth ETF · $288M

+24.3%3 years · per year$19,184 · […][…]

+8.0%5 years · per year$14,684 · […][…]

0.63%Expense ratio$63 · $77 on $10k · lower wins0.77%

0.09%12-mo yield$9 · $4 on $10k0.04%

−12.5%Worst dropSmaller wins[…]

20.9%VolatilityLower wins[…]

2–0FAD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · GARY

0.4%LLY3.5%

0.4%CRWD3.7%

0.4%NVDA4.7%

0.4%ANET2.1%

Held in common5.8%

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	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$591M
2	BGARY	Mango Growth ETFRead Desk		0.77%	0.04%	−0.1%	+28.1%	new	new	new	[…]	$288M

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	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$591M
2	BGARY	Mango Growth ETFRead Desk		0.77%	0.04%	−0.1%	+28.1%	new	new	new	[…]	$288M

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

FAD vs GARY

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

GARY

Mango Growth

[…]

MeasureFADGARY

Fee0.63%0.77%

Cost on $10k a year$63$77

Yield0.09%0.04%

5 years, per year+8.0%[…]

3 years, per year+24.3%[…]

Worst drop · 1Y−12.5%[…]

Volatility · 1Y20.9%[…]

2–0measures won
FAD first

5.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FAD, GARY

Today

5.8%most shared, FAD and GARY

FADGARY

FAD—5.8%

GARY5.8%—

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

Income After Fees on $10,000

−$54most kept, FAD

FAD$9 − $63 = −$54

GARY$4 − $77 = −$73

KeptFee

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