FAD vs VUG

AFAD

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FAD $14,684

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

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

Held in common16.7%FAD and VUG

FAD

VUG

First Trust Multi Cap Growth AlphaDEX Fund · $586MVanguard Morningstar Growth ETF · $233B

+24.3%3 years · per year$19,184 · $19,712+25.4%

+8.0%5 years · per year$14,684 · $17,153+11.4%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

0.09%12-mo yield$9 · $40 on $10k0.40%

−12.5%Worst dropSmaller wins−16.1%

20.9%VolatilityLower wins18.2%

1–5VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · VUG

0.5%APH0.6%

0.4%LLY2.6%

0.4%CRWD0.7%

0.4%NVDA13.5%

Held in common16.7%

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	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%	$586M

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	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%	$586M

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 VUG

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

VUG

Vanguard Morningstar Growth

$17,153

MeasureFADVUG

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield0.09%0.40%

5 years, per year+8.0%+11.4%

3 years, per year+24.3%+25.4%

Worst drop · 1Y−12.5%−16.1%

Volatility · 1Y20.9%18.2%

5–1measures won
VUG first

16.7%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FAD, VUG

Today

16.7%most shared, FAD and VUG

FADVUG

FAD—16.7%

VUG16.7%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

FAD$9 − $63 = −$54

KeptFee

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