FNK vs IWR

AFNK

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FNK $14,968

Lowest cost0.03%VUG · $3 on $10k

Most income1.55%FNK · $155 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common10.6%FNK and IWR

FNK

IWR

First Trust Mid Cap Value AlphaDEX Fund · $238MiShares Russell Mid-Cap ETF · $56.9B

+16.2%3 years · per year$15,681 · $16,955+19.2%

+8.4%5 years · per year$14,968 · $13,924+6.8%

0.74%Expense ratio$74 · $18 on $10k · lower wins0.18%

1.55%12-mo yield$155 · $118 on $10k1.18%

−9.1%Worst dropSmaller wins−8.2%

13.9%VolatilityLower wins13.8%

2–4IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNK · IWR

0.4%SWK0.1%

0.3%RGA0.1%

0.2%HAS0.1%

0.6%HST0.1%

Held in common10.6%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$238M
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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

FNK vs IWR

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

IWR

iShares Russell Mid-Cap

$13,924

MeasureFNKIWR

Fee0.74%0.18%

Cost on $10k a year$74$18

Yield1.55%1.18%

5 years, per year+8.4%+6.8%

3 years, per year+16.2%+19.2%

Worst drop · 1Y−9.1%−8.2%

Volatility · 1Y13.9%13.8%

4–2measures won
IWR first

10.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FNK, IWR, VUG

Today

10.6%most shared, FNK and IWR

FNKIWRVUG

FNK—10.6%0.0%

IWR10.6%—7.0%

VUG0.0%7.0%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

FNK$155 − $74 = $81

VUG$42 − $3 = $39

KeptFee

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