FEX vs VTI

AFEX

BVTI

Measures won4–2FEX wins · of 6 · 5Y

$10,000 · 5Y$16,562FEX · VTI $16,332

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%VTI · $110 on $10k

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

Held in common31.6%FEX and VTI

FEX

VTI

First Trust Large Cap Core AlphaDEX Fund · $1.6BVanguard Morningstar Total Stock Market ETF · $689B

+22.8%3 years · per year$18,539 · $18,113+21.9%

+10.6%5 years · per year$16,562 · $16,332+10.3%

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

0.99%12-mo yield$99 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.7%

4–2FEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · VTI

0.5%BRK-B1.2%

0.5%CVX0.5%

0.4%LLY1.3%

0.4%NVDA7.1%

Held in common31.6%

End-of-day Nov 5, 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%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

End-of-day Nov 5, 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%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

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

Cards for this view

FEX vs VTI

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureFEXVTI

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.99%1.10%

5 years, per year+10.6%+10.3%

3 years, per year+22.8%+21.9%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y12.9%13.7%

4–2measures won
FEX first

31.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FEX, VTI

Today

31.6%most shared, FEX and VTI

FEXVTI

FEX—31.6%

VTI31.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

FEX$99 − $57 = $42

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee