FNK vs IVV

AFNK

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.53%FNK · $153 on $10k

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

Held in common0.6%FNK and IVV

FNK

IVV

First Trust Mid Cap Value AlphaDEX Fund · $245MiShares Core S&P 500 ETF · $850B

+16.8%3 years · per year$15,921 · $18,221+22.1%

+8.6%5 years · per year$15,072 · $17,151+11.4%

0.74%Expense ratio$74 · $3 on $10k · lower wins0.03%

1.53%12-mo yield$153 · $114 on $10k1.14%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNK · IVV

0.6%HST0.0%

0.4%SWK0.0%

0.2%HAS0.0%

0.2%MAS0.0%

Held in common0.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.53%	−2.1%	+16.6%	+22.8%	+16.8%	+8.6%	−9.1%	$245M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.53%	−2.1%	+16.6%	+22.8%	+16.8%	+8.6%	−9.1%	$245M

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

FNK vs IVV

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,072

IVV

iShares Core S&P 500

$17,152

MeasureFNKIVV

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield1.53%1.14%

5 years, per year+8.6%+11.4%

3 years, per year+16.8%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.6%

5–1measures won
IVV first

0.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNK, IVV, VOO

Today

93.5%most shared, IVV and VOO

FNKIVVVOO

FNK—0.6%0.6%

IVV0.6%—93.5%

VOO0.6%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FNK$153 − $74 = $79

KeptFee

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