FAD vs VONG

AFAD

BVONG

Measures won2–4VONG wins · of 6 · 5Y

$10,000 · 5Y$16,591VONG · FAD $14,391

Lowest cost0.06%VONG · $6 on $10k

Most income0.48%VONG · $48 on $10k

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

Held in common18.8%FAD and VONG

FAD

VONG

First Trust Multi Cap Growth AlphaDEX Fund · $586MVanguard Russell 1000 Growth ETF · $47.1B

+24.3%3 years · per year$19,200 · $18,548+22.9%

+7.6%5 years · per year$14,391 · $16,591+10.7%

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

0.09%12-mo yield$9 · $48 on $10k0.48%

−12.5%Worst dropSmaller wins−15.5%

20.9%VolatilityLower wins18.2%

2–4VONG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · VONG

0.5%LLY2.7%

0.4%CRWD0.8%

0.4%APH0.6%

0.4%NVDA15.6%

Held in common18.8%

End-of-day Nov 3, 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	BVONG	Vanguard Russell 1000 Growth ETFRead Desk		0.06%	0.48%	+1.1%	−0.3%	−2.7%	+22.9%	+10.7%	−15.5%	$47.1B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+1.0%	+9.3%	+7.8%	+24.3%	+7.6%	−12.5%	$586M

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

Both

5Y2 funds

#			Trend
1	BVONG	Vanguard Russell 1000 Growth ETFRead Desk		0.06%	0.48%	+1.1%	−0.3%	−2.7%	+22.9%	+10.7%	−15.5%	$47.1B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+1.0%	+9.3%	+7.8%	+24.3%	+7.6%	−12.5%	$586M

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

Cards for this view

FAD vs VONG

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,391

VONG

Vanguard Russell 1000 Growth

$16,591

MeasureFADVONG

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield0.09%0.48%

5 years, per year+7.6%+10.7%

3 years, per year+24.3%+22.9%

Worst drop · 1Y−12.5%−15.5%

Volatility · 1Y20.9%18.2%

4–2measures won
VONG first

18.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FAD, VONG

Today

18.8%most shared, FAD and VONG

FADVONG

FAD—18.8%

VONG18.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$42most kept, VONG

VONG$48 − $6 = $42

FAD$9 − $63 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee