FAD vs VUG

AFAD

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common16.3%FAD and VUG

FAD

VUG

First Trust Multi Cap Growth AlphaDEX Fund · $596MVanguard 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$596M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$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 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: FAD, VUG, VOO

Today

58.2%most shared, VUG and VOO

FADVUGVOO

FAD—16.3%20.6%

VUG16.3%—58.2%

VOO20.6%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VUG$42 − $3 = $39

FAD$9 − $63 = −$54

KeptFee

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