FNK vs VOE

AFNK

BVOE

Measures won0–6VOE wins · of 6 · 5Y

$10,000 · 5Y$15,868VOE · FNK $14,968

Lowest cost0.05%VOE · $5 on $10k

Most income1.88%VOE · $188 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.1%FNK and VOE

FNK

VOE

First Trust Mid Cap Value AlphaDEX Fund · $245MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+16.2%3 years · per year$15,681 · $17,411+20.3%

+8.4%5 years · per year$14,968 · $15,869+9.7%

0.74%Expense ratio$74 · $5 on $10k · lower wins0.05%

1.55%12-mo yield$155 · $188 on $10k1.88%

−9.1%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.4%

0–6VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · VOE

0.7%TSN0.1%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
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%	$245M

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

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
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%	$245M

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 VOE

FNK

First Trust Mid Cap Value AlphaDEX Fund

$14,968

VOE

Vanguard Morningstar Mid-Cap Value

$15,869

MeasureFNKVOE

Fee0.74%0.05%

Cost on $10k a year$74$5

Yield1.55%1.88%

5 years, per year+8.4%+9.7%

3 years, per year+16.2%+20.3%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.9%11.4%

6–0measures won
VOE first

0.1%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNK, VOE

Today

0.1%most shared, FNK and VOE

FNKVOE

FNK—0.1%

VOE0.1%—

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

Income After Fees on $10,000

$183most kept, VOE

VOE$188 − $5 = $183

FNK$155 − $74 = $81

KeptFee

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