FEX vs VUG

AFEX

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FEX $16,562

Lowest cost0.03%VUG · $3 on $10k

Most income0.99%FEX · $99 on $10k

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

Held in common13.9%FEX and VUG

FEX

VUG

First Trust Large Cap Core AlphaDEX Fund · $1.6BVanguard Morningstar Growth ETF · $233B

+22.8%3 years · per year$18,539 · $19,712+25.4%

+10.6%5 years · per year$16,562 · $17,153+11.4%

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

0.99%12-mo yield$99 · $40 on $10k0.40%

−6.6%Worst dropSmaller wins−16.1%

12.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · VUG

0.4%LLY2.6%

0.4%CRWD0.7%

0.4%NVDA13.5%

0.4%ANET0.6%

Held in common13.9%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

FEX vs VUG

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

VUG

Vanguard Morningstar Growth

$17,153

MeasureFEXVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.99%0.40%

5 years, per year+10.6%+11.4%

3 years, per year+22.8%+25.4%

Worst drop · 1Y−6.6%−16.1%

Volatility · 1Y12.9%18.2%

3–3measures won
level

13.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FEX, VUG

Today

13.9%most shared, FEX and VUG

FEXVUG

FEX—13.9%

VUG13.9%—

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

Income After Fees on $10,000

$42most kept, FEX

FEX$99 − $57 = $42

VUG$40 − $3 = $37

KeptFee

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