FAD vs MGK

AFAD

BMGK

Measures won0–6MGK wins · of 6 · 5Y

$10,000 · 5Y$16,860MGK · FAD $13,775

Lowest cost0.05%MGK · $5 on $10k

Most income0.36%MGK · $36 on $10k

Smallest drop−15.5%MGK · worst fall in 1Y

Held in common10.3%FAD and MGK

FAD

MGK

First Trust Multi Cap Growth AlphaDEX Fund · $596MVanguard Morningstar Mega Cap Growth ETF · $34.9B

+21.8%3 years · per year$18,091 · $18,562+22.9%

+6.6%5 years · per year$13,775 · $16,860+11.0%

0.63%Expense ratio$63 · $5 on $10k · lower wins0.05%

0.09%12-mo yield$9 · $36 on $10k0.36%

−15.8%Worst dropSmaller wins−15.5%

21.5%VolatilityLower wins19.7%

0–6MGK wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · MGK

0.5%LLY3.1%

0.4%WELL0.7%

0.4%APH0.8%

0.4%AMZN4.2%

Held in common10.3%

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	BMGK	Vanguard Morningstar Mega Cap Growth ETFRead Desk		0.05%	0.36%	+1.1%	+1.6%	+0.8%	+22.9%	+11.0%	−15.5%	$34.9B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M

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	BMGK	Vanguard Morningstar Mega Cap Growth ETFRead Desk		0.05%	0.36%	+1.1%	+1.6%	+0.8%	+22.9%	+11.0%	−15.5%	$34.9B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M

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

FAD vs MGK

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$13,775

MGK

Vanguard Morningstar Mega Cap Growth

$16,860

MeasureFADMGK

Fee0.63%0.05%

Cost on $10k a year$63$5

Yield0.09%0.36%

5 years, per year+6.6%+11.0%

3 years, per year+21.8%+22.9%

Worst drop · 1Y−15.8%−15.5%

Volatility · 1Y21.5%19.7%

6–0measures won
MGK first

10.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FAD, MGK

Today

10.3%most shared, FAD and MGK

FADMGK

FAD—10.3%

MGK10.3%—

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

Income After Fees on $10,000

$31most kept, MGK

MGK$36 − $5 = $31

FAD$9 − $63 = −$54

KeptFee

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