FNK vs VO

AFNK

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$15,587FNK · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.50%FNK · $150 on $10k

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

Held in common0.1%FNK and VO

FNK

First Trust Mid Cap Value AlphaDEX Fund · $241MVanguard Morningstar Mid-Cap ETF · $103B

+17.9%3 years · per year$16,403 · $17,578+20.7%

+9.3%5 years · per year$15,587 · $14,290+7.4%

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

1.50%12-mo yield$150 · $134 on $10k1.34%

−9.1%Worst dropSmaller wins−8.2%

13.7%VolatilityLower wins12.4%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · VO

0.6%TSN0.1%

0.4%VG0.0%

Held in common0.1%

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	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

FNK vs VO

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,587

Vanguard Morningstar Mid-Cap

$14,290

MeasureFNKVO

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield1.50%1.34%

5 years, per year+9.3%+7.4%

3 years, per year+17.9%+20.7%

Worst drop · 1Y−9.1%−8.2%

Volatility · 1Y13.7%12.4%

4–2measures won
VO first

0.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNK, VO

Today

0.1%most shared, FNK and VO

FNKVO

FNK—0.1%

VO0.1%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

FNK$150 − $74 = $76

KeptFee

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