FAD vs VUG

AFAD

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common16.3%FAD and VUG

FAD

VUG

First Trust Multi Cap Growth AlphaDEX Fund · $571MVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,091 · $18,415+22.6%

+6.6%5 years · per year$13,775 · $16,124+10.0%

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

0.09%12-mo yield$9 · $42 on $10k0.42%

−15.8%Worst dropSmaller wins−15.1%

21.5%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAD · VUG

0.5%LLY2.6%

0.4%WELL0.5%

0.4%APH0.6%

0.4%AMZN4.3%

Held in common16.3%

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	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%	$571M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	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%	$571M

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 VUG

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$13,775

VUG

Vanguard Morningstar Growth

$16,124

MeasureFADVUG

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield0.09%0.42%

5 years, per year+6.6%+10.0%

3 years, per year+21.8%+22.6%

Worst drop · 1Y−15.8%−15.1%

Volatility · 1Y21.5%19.0%

6–0measures won
VUG first

16.3%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FAD, VUG, IWF

Today

78.0%most shared, VUG and IWF

FADVUGIWF

FAD—16.3%18.2%

VUG16.3%—78.0%

IWF18.2%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

FAD$9 − $63 = −$54

KeptFee

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