FEX vs VO

AFEX

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,766FEX · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common42.9%FEX and VO

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6BVanguard Morningstar Mid-Cap ETF · $103B

+20.8%3 years · per year$17,609 · $16,701+18.6%

+9.5%5 years · per year$15,766 · $13,590+6.3%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $139 on $10k1.39%

−6.6%Worst dropSmaller wins−8.2%

13.3%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · VO

0.5%ALL0.6%

0.5%CRH0.5%

0.5%NEM0.6%

0.4%ROST0.7%

Held in common42.9%

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

Both

5Y2 funds

#			Trend
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

FEX vs VO

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

Vanguard Morningstar Mid-Cap

$13,590

MeasureFEXVO

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield1.03%1.39%

5 years, per year+9.5%+6.3%

3 years, per year+20.8%+18.6%

Worst drop · 1Y−6.6%−8.2%

Volatility · 1Y13.3%12.9%

3–3measures won
level

42.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FEX, VO

Today

42.9%most shared, FEX and VO

FEXVO

FEX—42.9%

VO42.9%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FEX$103 − $57 = $46

KeptFee

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