FNK vs MDY

AFNK

BMDY

Measures won4–2FNK wins · of 6 · 5Y

$10,000 · 5Y$15,072FNK · MDY $13,655

Lowest cost0.23%MDY · $23 on $10k

Most income1.53%FNK · $153 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common26.4%FNK and MDY

FNK

MDY

First Trust Mid Cap Value AlphaDEX Fund · $241MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+16.8%3 years · per year$15,921 · $15,655+16.1%

+8.6%5 years · per year$15,072 · $13,655+6.4%

0.74%Expense ratio$74 · $23 on $10k · lower wins0.23%

1.53%12-mo yield$153 · $107 on $10k1.07%

−9.1%Worst dropSmaller wins−8.8%

13.9%VolatilityLower wins15.4%

4–2FNK wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · MDY

0.5%TRU0.5%

0.6%TOL0.4%

0.7%RNR0.4%

0.9%RRC0.3%

Held in common26.4%

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	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%	$241M
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B

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	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%	$241M
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B

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

FNK vs MDY

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,072

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureFNKMDY

Fee0.74%0.23%

Cost on $10k a year$74$23

Yield1.53%1.07%

5 years, per year+8.6%+6.4%

3 years, per year+16.8%+16.1%

Worst drop · 1Y−9.1%−8.8%

Volatility · 1Y13.9%15.4%

4–2measures won
FNK first

26.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNK, MDY

Today

26.4%most shared, FNK and MDY

FNKMDY

FNK—26.4%

MDY26.4%—

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

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

FNK$153 − $74 = $79

KeptFee

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