FEMD vs VO

AFEMD

BVO

Measures won0–2VO wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common8.0%FEMD and VO

FEMD

First Eagle Mid Cap Equity ETF · $4MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $17,496+20.5%

[…]5 years · per year[…] · $13,977+6.9%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $135 on $10k1.35%

[…]Worst dropSmaller wins−8.2%

[…]VolatilityLower wins12.4%

0–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEMD · VO

2.2%PSX1.0%

0.9%URI0.6%

1.6%APD0.6%

2.3%TRGP0.6%

Held in common8.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
3	AFEMD	First Eagle Mid Cap Equity ETFRead Desk	0.75%	0.00%	−0.4%	new	new	new	new	[…]	$4M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
3	AFEMD	First Eagle Mid Cap Equity ETFRead Desk	0.75%	0.00%	−0.4%	new	new	new	new	[…]	$4M

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

FEMD vs VO

FEMD

First Eagle Mid Cap Equity

[…]

Vanguard Morningstar Mid-Cap

$13,977

MeasureFEMDVO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.00%1.35%

5 years, per year[…]+6.9%

3 years, per year[…]+20.5%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]12.4%

2–0measures won
VO first

8.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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 4, 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 4, 2026

Overlap: FEMD, VO, VTV

Today

28.5%most shared, VO and VTV

FEMDVOVTV

FEMD—8.0%2.7%

VO8.0%—28.5%

VTV2.7%28.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

FEMD$0 − $75 = −$75

KeptFee

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